Don’t miss connecting Revamp CRM with Xero: 

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, e-commerce, time-tracking, and more.

Add new Revamp CRM contacts to Xero:

Now you can keep your contacts updated. With this Revamp CRM Xero integration, every time a new contact is added in Revamp CRM, a new contact will be created in Xero.

 

How it works

  • When a new contact will be added to Revamp CRM
  • Zapier adds this contact to Xero

 

What you need 

  • Revamp CRM account
  • Xero account

Create Xero invoices when Revamp CRM deals reach certain stages:

Every time you move a new deal to your chosen stage on Revamp CRM, we’ll copy that information into Xero as well, creating a new invoice for the matching customer with all the details you need from your deal.

 

How it works 

  • A new deal is moved to a stage on a Revamp CRM pipeline
  • Zapier automatically creates a new invoice for it on Xero

 

What you need 

  • Revamp CRM account
  • Xero account