Xero and Salesforce Integration
Keep Xero and Salesforce in sync with Unito
Unito integrations are quick to set up, easy to configure, and require zero code.
Start syncing in minutes
When a Bill is found in Xero, create a task in Salesforce and keep both in sync.
When a Bill is found in Xero, create a contact in Salesforce and keep both in sync.
When a Bill is found in Xero, create an opportunity in Salesforce and keep both in sync.
When an Invoice is found in Xero, create a task in Salesforce and keep both in sync.
When an Invoice is found in Xero, create a contact in Salesforce and keep both in sync.
When an Invoice is found in Xero, create an opportunity in Salesforce and keep both in sync.
Powerful features out of the box
Live sync
Receive new data and updates from your tools in real-time.
Rules
Use flexible rules to determine what gets synced between tools.
Historical data
Choose to sync data going back weeks, months and even years with one click.
2-way
Share data back and forth between tools-without risk of duplicates or an infinite loop.
Field mapping
Link related fields between tools, including comments, assignees, and attachments.
Enterprise security
Unito is SOC 2 Type 2 certified with strict security measures to protect customer data.
See why 50,000+ users across the world have chosen Unito
Xero and Salesforce integration details
The Trello Jira integration by Unito seamlessly connects your project management with agile development processes, ensuring that Trello cards and Jira issues are synchronized for optimal collaboration and efficiency. This integration facilitates a harmonious workflow between teams, allowing for real-time updates and ensuring that everyone is aligned on project progress and priorities. It's a game-changer for teams looking to streamline their processes and enhance productivity.
About Xero
Xero is a cloud-based accounting platform for small to medium-sized businesses enabling them to digitally manage finances, including invoicing, bank reconciliation, bookkeeping, and more, all from one place.
Learn more about Unito's Xero integrations
About Salesforce
Salesforce is a powerful CRM platform and suite of applications designed to help businesses manage and automate customer relations, sales activities, and business processes. Analyze customer data, build relationships with customers, develop strategies for success and more.
Learn more about Unito's Salesforce integrations
