1. Discover
  2. CRM

EngageBay CRM

Affordable all-in-one Marketing, CRM, & Service Automation software for growing companies. Helps you grow your business like never before.

Xero and EngageBay integrate together for a seamless and 360-degree, end-to-end visibility of your customers journey, from website visitor to paid customer, all in one single place. Using Xero and EngageBay helps nurture those leads that you attract on your website, so you can start nurturing and building great relationships with your prospects and customers through personalised, data-backed conversations. The Xero to EngageBay integration ensures that your Xero contacts are available in the EngageBay CRM for all your inbound sales processes, and keeps them notified and updated in case of any changes in Xero.

Explore all features of EngageBay CRM
Screen Shot 2020 07 24 at 12 35 03 PM
Play Video

EngageBay CRM + Xero

We use the email address as a reference on your Xero Contact to create a new or update an existing contact within EngageBay. Once this basic integration has completed, any change to your contacts in Xero will be reflected in the EngageBay CRM automatically, now including the primary contact phone number and whether the contact is a customer or a vendor. It will pull all the invoices from your Xero account and will show them in EngageBay and also, you will have a provision to create invoice option from EngageBay.

A set of default mappings ensure that the information contained within your Xero contacts is set to the correct place in EngageBay.

engage bay svg
Get this app
Made by EngageBay CRM
Added in 2020

Shared data

Xero
EngageBay CRM
Contacts
Invoices
Payments

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthroughsupport@engagebay.com

Contact

+18775093570

Follow

TwitterFacebookInstagramLinkedIn
Although Xero reviews each app in our App Marketplace, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.