Integration with Xero

Overview

Automate your financial workflows by connecting Xero accounting software with your Salescaling CRM.

How it works

• When a deal is won in Salescaling, automatically create a new invoice in Xero.
• Create a new contact in Xero when a new contact is created in Salescaling.
• Sync payment statuses from Xero back to the deal record in Salescaling for full visibility.