SalesSeek is an all-in-one business platform and hub for your customer data. It’s your CRM, Marketing Automation Platform, and Support Tools, all working together for your team.
SalesSeek + Xero
SalesSeek is where you collaborate, market and sell to your prospects. Xero is where you manage your billing and invoicing. In a similar fashion to Yin and Yang, the SalesSeek and Xero integration maintains harmony ensuring the process from clients won, to clients paid, remains beautifully simple.
Check and search invoices for companies with the same name.
Auto-creation of new records.
Auto-creation of draft invoices with account contact information.
Invoice records in SalesSeek display account status and history.
Won deals in SalesSeek create contacts in Xero.
Seamlessly navigate between Xero and SalesSeek with a single click.
Sign up for SalesSeek via our website.
In SalesSeek click App Settings on the lower left. Navigate your way to Integrations. You will see a Xero icon and ‘Connect’ button.
Using your Xero username and password, securely login to your account to complete the integration. You're SalesSeek account and Xero are now ready.