Integrar Xero con 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.
Ventajas de la integración con Xero CRM:
-
- Ahorre tiempo y reduzca los errores: Al sincronizar sus datos entre Nutshell y Xero, elimina la necesidad de transferir manualmente la información entre plataformas. Esto le ahorra tiempo y reduce el riesgo de errores.
-
- Mejor toma de decisiones: Con toda la información en un solo lugar, puede tomar decisiones mejor informadas basadas en información actualizada y precisa.
Qué hace una integración con Xero CRM:
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:
-
- Creación de personas Xero cuando se añaden nuevas personas Nutshell
-
- Creación de una factura Xero cuando se gana un lead Nutshell
-
- Creación de un presupuesto Xero cuando se crea un lead Nutshell
Campos que conectan
-
- Nombre de la empresa y de la persona
-
- Teléfono / correo electrónico / dirección
-
- Valor del plomo
-
- Campos personalizados
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!
Cómo empezar a integrar Xero y Nutshell CRM
Puedes configurar esta integración usando Zapier, o nuestro equipo puede ayudarte a configurarla a través de AppConnect. No dude en ponerse en contacto con nuestro equipo si tiene alguna pregunta.
FAQs: Integrating Xero with Nutshell
-
Do I need a specific Nutshell plan to use the Xero integration?
No. The Xero integration is available on all Nutshell plans, from Foundation ($13/user/month annually) to Enterprise. Every plan includes access to both our built-in integration and App Marketplace advanced features at no additional cost.
-
Does the Nutshell-Xero integration involve additional costs beyond my Nutshell subscription?
No additional costs. The Xero integration is included free with all Nutshell subscriptions. Nutshell covers all setup fees and Zapier costs, so you only pay your standard Nutshell subscription—nothing extra.
-
How secure is financial data when syncing between Nutshell and Xero?
Very secure. Nutshell encrypts all data in transit using TLS 1.2+ and at rest using AES-256 encryption. We conduct regular security audits, partner with Amazon Web Services, and comply with GDPR and industry standards for financial data protection.
-
Does the Nutshell-Xero integration sync data in real-time or with a delay?
The integration uses automatic syncing that keeps both platforms updated promptly. Built-in integration automatically syncs order and contact information. Marketplace integration creates Xero invoices/estimates based on deal status changes in Nutshell when actions occur.
-
What other accounting software integrates with Nutshell besides Xero?
Nutshell integrates with QuickBooks Online, Square, Stripe, and Shopify for accounting workflows. You can also connect additional platforms like Sage through Zapier. Visit our accounting integrations page for the complete list of available options.
