Xero and Salesforce Integrations | Workload™ Automation

Xero and Salesforce Integrations

Connect Xero to Salesforce

Workload lets you integrate Xero with Salesforce in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.

Integrate Xero + Salesforce


If this happens in Xero...

Then do this action in Salesforce!




GO!





How to Integrate Xero and Salesforce



  • 1. Authenticate your Xero and Salesforce accounts.

  • 2. Use one of the apps as a trigger to start the workflow.

  • 3. Choose one of the actions from the other app.

  • 4. Map the data fields you want to pass from one app to the other.

  • 5. If you get stuck, we’re here to help! Request help directly from the web application.


Integrate Xero and Salesforce




Video Tutorial: Integrate Xero and Salesforce Using Workload



demo video on how to integrate apps using Workload automation

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Supported Xero + Salesforce Integrations

About Xero

Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are updated in real time. Imports transactions from bank accounts. Unlimited user logins. Integrates with over 1,000 3rd-party business applications. Supports multiple currencies. Data is accessible through a single ledger, allowing accountants and clients to collaborate around finances. Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.


Related Categories

Accounting

Similar Xero Apps

Yes! Xero and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Xero through it’s OAuth2.0 connection.

Prices for Xero vary according to usage. For the most accurate pricing, visit https://xero.com/pricing for more details.

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.


Related Categories

CRM (Customer Relationship Management)

Similar Salesforce Apps

Yes! Salesforce and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Salesforce through it’s OAuth2.0 connection.

Prices for Salesforce vary according to usage. For the most accurate pricing, visit https://salesforce.com/pricing for more details.