Integrar o Xero com 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.
Benefícios da integração do Xero CRM:
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- Poupe tempo e reduza os erros: Ao sincronizar os seus dados entre Nutshell e Xero, elimina a necessidade de transferir manualmente informações entre plataformas. Isto poupa-lhe tempo e reduz o risco de erros.
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- Melhor tomada de decisões: Com todas as suas informações num único local, pode tomar decisões mais bem informadas com base em informações actualizadas e precisas.
O que faz uma integração do 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:
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- Criação de pessoas Xero quando são adicionadas novas pessoas Nutshell
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- Criar uma fatura Xero quando se obtém um contacto Nutshell
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- Criação de uma estimativa Xero quando é criado um contacto Nutshell
Campos que ligam
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- Nome da empresa e da pessoa
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- Telefone / correio eletrónico / endereço
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- Valor de chumbo
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- Campos personalizados de leads
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!
Como começar com uma integração entre o Xero e o Nutshell CRM
Você pode configurar essa integração usando Zapier ou nossa equipe pode ajudá-lo a configurá-la por meio do AppConnect . Sinta-se à vontade para entrar em contato com nossa equipe caso tenha alguma dúvida.
FAQs: Integrating Xero with Nutshell
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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.
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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.
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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.
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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.
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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.
