Xero and Zoho CRM integration

What is included

• Customer sync: Accounts and contacts in Zoho CRM kept in step with Xero customers.
• Deal to invoice: Create a Xero invoice from a won deal or quote.
• Payment status in CRM: Invoice and payment status from Xero shown on the CRM record.
• Products and tax: Products, prices and tax codes kept consistent in both systems.

Who it is for

• UK, Australian and New Zealand businesses on Xero
• Sales teams chasing finance for payment status
• Firms invoicing from closed deals

How it works

1. Scoping call: we look at your Zoho setup and Xero account and confirm the scope and price in writing.
2. Build: we build the connection using Zoho’s APIs, Deluge functions or Zoho Flow, whichever is most reliable for your case.
3. Testing: we test with your real data and fix anything that does not match.
4. Go live and handover: we switch it on and walk your team through how it works.

Questions

How much does the Xero and Zoho CRM integration cost?

Flowpeak’s Xero and Zoho CRM integration costs ₹35,000 + GST in India, or USD 380 for the standard scope on this page. Prices in other currencies are listed above and exclude local taxes.

What is not included?

Zoho licences and Xero subscriptions or usage fees are paid by you to those providers. Extra modules, custom logic beyond the standard scope, or very large data volumes are quoted in writing before work starts.

How do we start?

Book a free scoping call. We confirm your Zoho edition and Xero account, agree the scope and price in writing, then build, test with your data and hand over.

Is there already a ready-made connector for Xero?

Some apps have a ready-made connector on the Zoho Marketplace. If one fits your process, we will tell you on the free scoping call. The fixed price covers what standard connectors usually leave out: mapping to your own fields, assignment rules, duplicate handling, follow-up automation, testing with your data and handover.