

Close and Xero integration
Build smart, no-code workflows with Close and Xero using triggers, actions, and AI logic—automate any process in minutes.
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Move your historical data in just a few clicks
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Xero and Close integration
In Close and Xero integration triggers start workflows when something happens, while actions make changes in response.
Triggers 15
New contact
New sms
New Contact
Contact Updated
Actions 32
Create Contact
Update Contact
Create Contact
Create or Update Contact
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How to Connect Close to Xero
Create powerful Close integration with Xero in just a few simple steps.
Connect Close to Xero
Log in to Albato, select Close and Xero, and follow the quick setup steps—no coding required. Integrate Close with Xero with just a few clicks!
Build a workflow for your Close and Xero integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Close and Xero. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Xero integration with Close
Close
Elevate your sales and productivity by integrating Close with over 1,000+ applications via Albato. This powerful integration, fortified by Close's extensive API, allows you to connect, integrate, and automate your CRM activities seamlessly. With Albato, Close becomes even more potent, enabling integrations with vital tools such as Google Sheets for advanced data management and reporting, Google Calendar for scheduling and reminders, Slack and Microsoft Teams for team collaboration, Salesforce and HubSpot for an encompassing CRM strategy, QuickBooks Online for financial tracking, Typeform for survey and lead generation, Shopify for e-commerce activities, and Squarespace for web content management. Utilize the versatile triggers and actions provided by these integrations to tailor your workflow, automate repetitive tasks, and ensure your sales team focuses on what they do best – closing deals.
Categories
- CRM & ERP systems
Xero
Unlock the full potential of Xero by integrating it with Albato, connecting it to over 1,000+ popular applications. This integration, powered by Xero's versatile API, allows you to automate and streamline your accounting processes. Seamlessly integrate Xero with Zoho Books, Zoho CRM, and Excel, enhancing your financial management capabilities. Actions such as creating, updating, and retrieving invoices and contacts in Xero can be automated based on triggers like new or updated invoices and contacts. This connectivity ensures that your accounting information is always up-to-date and synchronized across your essential business applications, simplifying your financial operations and saving valuable time.
Categories
- CRM & ERP systems









