Nutshell CRM is an all-in-one CRM and sales automation platform that helps small and medium-sized businesses close more deals. With Nutshell, you can manage your sales pipeline, automate your sales process, and track your progress toward your goals. Xero is an easy-to-use accounting software that helps businesses manage their finances.
The Nutshell CRM and Xero integration creates a seamless experience between the two tools, making it easy to keep your orders, leads, and contacts in sync across both platforms.
We have a built-in integration that automatically keeps your order information updated across platforms and updates contacts’ profiles with information about their orders. With the integration installed, Xero can automatically create quotes or invoices based on deal status in Nutshell. Nutshell can also update contact and order information based on the status of an order.
In addition to our built-in integration, our AppConnect service powers:
It’s our professional service where we set up, maintain, and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached (since AppConnect is free for most customers).
Have more questions about this integration or AppConnect? Start a free trial and chat with our sales team!
You can set up this integration using Zapier, or our team can help you set it up through AppConnect. Feel free to contact our team with any questions.
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