Integrer Xero med Nutshell

Nutshell CRM is an all-in-one CRM and sales automation platform that helps small and medium-sized businesses close more deals. With Nutshell, you can manage your sales pipeline, automate your sales process, and track your progress toward your goals. Xero is an easy-to-use accounting software that helps businesses manage their finances.

The Nutshell-Xero CRM integration creates a seamless experience between the two tools, making it easy to keep your orders, leads, and contacts in sync across both platforms.

Fordele ved Xero CRM-integration:

• Spar tid og reducer fejl: Ved at synkronisere dine data mellem Nutshell og Xero slipper du for manuelt at overføre oplysninger mellem platformene. Det sparer dig tid og reducerer risikoen for fejl.
• Bedre beslutningstagning: Med alle dine oplysninger samlet på ét sted kan du træffe bedre informerede beslutninger baseret på opdaterede og nøjagtige oplysninger.

Hvad en Xero CRM-integration gør:

We have a built-in Xero CRM integration that automatically keeps your order information updated across platforms and updates contacts’ profiles with information about their orders. With the Xero CRM integration installed, Xero can automatically create quotes or invoices based on deal status in Nutshell. Nutshell can also update contact and order information based on the status of an order.

In addition to our built-in integration, our Marketplace integration with Xero powers:

• Oprettelse af Xero-personer, når nye Nutshell -personer tilføjes
• Oprettelse af en Xero-faktura, når et Nutshell -lead er vundet
• Oprettelse af et Xero-estimat, når der oprettes et Nutshell -lead

Felter, der forbinder

• Firma & personnavn
• Telefon / e-mail / adresse
• Lead værdi
• Brugerdefinerede kundeemnefelter

What is our App Marketplace?

We offer many instant integrations — such as Google, Microsoft and Quickbooks. Our App Marketplace gives you additional flexibility to connect Nutshell with many other software applications. Even better, with our Marketplace service, we’ll set up, maintain and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached.

Have more questions about this Nutshell-Zero CRM integration? Start a free trial and chat with our sales team!

Sådan kommer du i gang med en integration mellem Xero og Nutshell CRM

Du kan opsætte denne integration ved hjælp af Zapier, eller vores team kan hjælpe dig med at konfigurere den via AppConnect. Du er velkommen til at kontakte vores team med spørgsmål.

Not a Nutshell customer yet?

Prøv Nutshell gratis i 14 dage, eller lad os vise dig rundt, før du kaster dig ud i det.

free trial contact sales