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Start syncing Xero and Salesforce two-way

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Discover how PieSync can make your cloud apps work together

When contacts have a negative Xero account balance, change their contact owner in Salesforce
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When contacts are considered a supplier in Xero, opt them out for marketing in Salesforce
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When contacts are in a certain group in Xero, update a custom field in Salesforce
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When contacts make a Xero purchase, update certain properties in Salesforce
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When a custom yes/no field in Salesforce is toggled on, add them to a Xero group
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When contacts are owned by a salesperson in Salesforce, update their VAT status in Xero
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When contacts have a negative Xero account balance, update certain properties in Salesforce
Get Started
When contacts are considered a supplier in Xero, merge their contacts data with those of Salesforce
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When contacts are in a certain group in Xero, update their Salesforce contact details
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When contacts make a Xero purchase, have the contacts enriched by Salesforce 's social data
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When Xero contacts are from a certain region, add them to a Salesforce group
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When Xero contacts are from a certain location, update their VAT status in Salesforce
Get Started
When a custom yes/no field in Xero is toggled on, update certain properties in Salesforce
Get Started
When contacts are owned by a salesperson in Xero, merge their contacts data with those of Salesforce
Get Started
When contacts go through a conversion flow in Xero, update their Salesforce contact details
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When Xero contacts are from a certain region, change their contact owner in Salesforce
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When Xero contacts are from a certain location, opt them out for marketing in Salesforce
Get Started
When phone numbers are added or updated in Xero, update a custom field in Salesforce
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When new contacts are added in Xero, update certain properties in Salesforce
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When custom attributes are updated in Xero, update their lead status in Salesforce
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Sync contacts between Xero and Salesforce

Xero is world-leading online accounting software built for small business. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s accounting software that’s simple, smart and occasionally magical.

Salesforce is one of the largest and most comprehensive CRM solutions in the world. With Salesforce, businesses have ample scope for complexity and personalization; and it helps sales, marketing and service teams work better together by providing them with a single, shared view of customers.

Create a customized address book sync for Xero in less than 5 minutes. Add conditions, actions, and map your billing fields. Either have all your clients & suppliers sync 2-way with Xero, or do it based on custom attributes in your marketing or CRM platform. With PieSync, it’s easy to set up a simple one-to-one integration or a workflow spanning across multiple apps in minutes - without any technical help.

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Related Xero & Salesforce resources

Help Articles related to syncing Xero & Salesforce