Xero CRM Integration

Xero Integration Overview

With the EngageBay - Xero integration, you can have a 360-degree visibility into your customers journey, from their initial visit to your website to becoming a paid customer and their invoice, all in one place. This integration helps nurture your website leads, so you can start building better relationships with your prospects and customers through personalized conversations. The integration also ensures your Xero contacts are available in EngageBay CRM for all your inbound sales processes, and keeps them up-to-date if anything changes in Xero.

With the EngageBay - Xero Integration, you can:

Get a real-time view of your cash flow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow.
Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.

EngageBay-Xero Integration Features

Manage invoices

Create invoices, send them to your contacts and track them, all from your EngageBay dashboard. The EngageBay - Xero integration automatically shows you the list of invoices with itemized details in the contact pages within the CRM.

Track payments

The EngageBay - Xero integration lets you monitor payments status from the Xero widget in the contact pages. Find out who hasn't paid the invoices yet and send them reminders.

Send your contacts from Xero to EngageBay

We use the email address as an identifier on your Xero Contact to create a new contact or update an existing one within EngageBay.

Ensure your contacts are kept in sync

Once this initial integration has completed, any change to your contacts in Xero will be automatically reflected in your EngageBay CRM.

See invoice history

View all of the past invoices of your customers, along with itemized details, pinned to your contact pages with Xero Integration in your EngageBay CRM.

Enjoy a complete billing solution

EngageBay is an integrated Sales & Marketing suite with Contact Management, Marketing Automation, Web Analytics, Social Suite, Appointment Scheduling, Telephony and more. Xero Integration lets you manage your invoices, track payments and billing histories right from within EngageBay CRM.

Xero connects and integrates with these EngageBay features

CRM

Company Records Contact Activity Tasks Contact Management

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Client Testimonials

"Engagebay works pretty well with my business. I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute."

Leonardo W.

Founder, Wolff Consultoria

"The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately."

Shawn L.

Marketing Manager, List Biological Laboratories, Inc

"A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier."

Santiago B.

Southern Europe Director, Triptease

"EngageBay has everything I need when it comes to managing customer relations and sales activities. The features I most frequently use are automation for sending emails, managing sales, and marketing automation. Plus, having a built-in live chat and help desk tool makes it really easy to engage with customers."