How to connect Xero and Salesforce
Popular Workflows for Xero and Salesforce Integration
By integrating Xero with Salesforce, 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 Xero and Salesforce
You can streamline your workflow processes between Xero and Salesforce 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
Xero and Salesforce Integration Price
When it comes to optimizing your workflow and streamlining tasks, integrating Xero and Salesforce can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.
To help you better understand the pricing implications of using automation services for Xero and Salesforce integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.
A basic automation is a scenario, which includes a trigger and a single action. An example of simple automation is: every time form is filled send an email.
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 Xero and Salesforce
When integrating Xero and Salesforce, you typically seek automation that suits your business requirements.
Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.
To provide you with the best options for integrating Xero and Salesforce, we have meticulously collected all of the available Triggers and Actions from different Workflow Automation Platforms.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Xero and Salesforce integration
Step 1: Choose a Workflow Automation Service supported by Xero and Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate Xero and Salesforce on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Pick a suitable Trigger for Xero that will kickstart your automation workflow. Explore Triggers
15 seconds
15 secondsStep 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between Xero and Salesforce.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Xero
Explore the list of other popular Xero integrations. Xero Integrations
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
Xero and Salesforce integration Diagram
Frequently Asked Questions
Does Xero integrate with Salesforce?
- You can connect Xero and Salesforce automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, n8n.io, Pabbly Connect, Unito, Integrately or Albato to link Xero and Salesforce.
Can you Integrate Xero and Salesforce for free?
- Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect Xero to Salesforce for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Xero and Salesforce.