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Connect Xero and Zoho CRM integrations

Connect Xero and Zoho CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Xero and Zoho CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
Xero

Triggers when a bank transaction is added or updated.

Xero

Triggers when a new bank transfer is created.

Xero

Triggers when a contact is created or updated.

Xero

Triggers when a credit note is added or updated.

Xero

Triggers when employee leave is approved.

Xero

Triggers when a new event is created.

Xero

Triggers when an invoice is added or updated.

Xero

Triggers when a new item is created.

Xero

Triggers when a manual journal is created or updated.

Xero

Triggers when a payment is created or updated.

Xero

Triggers when an order is added or updated.

Xero

Triggers when a quote is created.

Xero
Zoho CRM
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Action
Select an action...
Zoho CRM

Adds an existing or a new tag to a record.

Zoho CRM

Adds a new user.

Zoho CRM

Creates a new object.

Zoho CRM

Create a new tag.

Zoho CRM

Deletes an existing object by its ID and object.

Zoho CRM

Deletes a related record.

Zoho CRM

Deletes an existing tag.

Zoho CRM

Deletes an existing user.

Zoho CRM

Downloads an attachment of an object.

Zoho CRM

Returns info about an object.

Zoho CRM

Performs an arbitrary authorized API call.

Zoho CRM

Removes a tag from existing record.

Zoho CRM

Updates an existing object.

Zoho CRM

Updates a related record.

Zoho CRM

Updates an existing tag.

Zoho CRM

Uploads an attachment to a record.

Zoho CRM

Uploads a new photo.

Zoho CRM

Upserts a lead.

Zoho CRM

Lists all available fields for module.

Zoho CRM

Lists all available modules.

Zoho CRM

List all available objects.

Zoho CRM

Lists related records data.

Zoho CRM

Searches for objects.

Zoho CRM

Searches for tags or lists them all.

Zoho CRM

Searches for users or lists them all.

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Automate your work. Build something new.

Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.

Build your Xero and Zoho CRM integrations.

Create custom Xero and Zoho CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Xero
Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Action
Zoho CRM
Add a Tag to a Record

Adds an existing or a new tag to a record.

Action
Zoho CRM
Add a User

Adds a new user.

Action
Xero
Archive a Contact

Archives a contact with a given ID.

Action
Xero
Create a Bank Transaction

Creates a new bank transaction.

Action
Xero
Create a Bank Transfer

Transfers a specified amount from one account to another.

Action
Xero
Create a Batch Payment

Creates a new batch payment.

Action
Xero
Create a Contact

Creates a new contact.

Action
Xero
Create a Contact Group

Creates a contact group.

Action

Popular Xero and Zoho CRM workflows.

Looking to get more out of Xero and Zoho CRM? With Make you can visually integrate Xero and Zoho CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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