Salesforce and Xero Integration
- No-code Integration
- No-code
- Supported Automation Platforms
- 7automatiomation platforms supported
- Salesforce Actions
- 71Salesforce Triggers & Actions
- Xero Actions
- 191Xero Triggers & Actions
How to connect Salesforce and Xero
Popular Workflows for Salesforce and Xero Integration
By integrating Salesforce with Xero, users can create custom workflows that save time and increase efficiency. Here are some of the most popular workflows that can be achieved through their integration.
- Add important tasks to a personal to-do list
- Distribute content across social media platforms
- Register new leads for webinars to nurture them
Workflow Automation Platforms supported by Salesforce and Xero
You can streamline your workflow processes between Salesforce and Xero with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.
- Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
- Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
- Unito. Unito is a top-tier, no-code integration solution that enables seamless workflows across multiple apps. With two-way syncing, updates between tools are reflected in real-time. Choose from multiple integrations to streamline your team's efforts and increase productivity.
- Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
- Albato. Albato is the ultimate platform for automating all your business needs. With no coding required, you can connect any apps and streamline your workflows. Plus, their App Integrator allows you to easily add missing apps to their library. Albato Embedded is perfect for SaaS.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 20€/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 16$/month
Salesforce and Xero Integration Price
No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Salesforce and Xero. Nevertheless, understanding the pricing aspects is crucial.
Need to know the pricing information for automation services supporting Salesforce and Xero integration? We've done the hard work for you! Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.
Basic automations encompass only one trigger and one action. Creating a task after someone fills out a form is a classic example of this.
| Automation Platform | 100 | 1K | 10K | 100K |
|---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $20 Volume: 1K Plan: Starter $20 Volume: 10K Plan: Pro $50 Volume: 100K Plan: | $20 Starter | $20 Starter | $50 Pro | |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Basic $19 Volume: 10K Plan: Pro $130 Volume: 100K Plan: | $0 Free | $19 Basic | $130 Pro |
Triggers and Actions supported by Salesforce and Xero
Integrating Salesforce and Xero involves identifying an automation that aligns with your business request.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
We have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating Salesforce with Xero.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Salesforce and Xero integration
Step 1: Use a Workflow Automation Service that is compatible with both Salesforce and Xero. Choose automation platform
60 seconds
60 secondsStep 2: Authenticate Salesforce and Xero on the chosen automation service.
60 seconds
60 secondsStep 3: Choose a Trigger for Salesforce, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Choose an appropriate Action to be executed by Xero once your automation scenario is triggered. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between Salesforce and Xero and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
More integrations to Xero
Explore the list of other popular Xero integrations. Xero Integrations
Salesforce and Xero integration Diagram
Frequently Asked Questions
Does Salesforce integrate with Xero?
- You can connect Salesforce and Xero automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, n8n.io, Pabbly Connect, Unito, Integrately or Albato to link Salesforce and Xero.
Can you Integrate Salesforce and Xero for free?
- Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect Salesforce to Xero for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Salesforce and Xero.