Xero CRM Integration

Streamline Sales and Accounting with Teamgate and Xero Integration

Use Xero Today

GET STARTED

14-day trial • No credit card required

About this Integration

About Xero Integration Benefits Discover Integrations Third Party Integrations

About Xero

Xero is a cloud-based accounting software designed to help businesses manage their finances, track expenses, and automate invoicing. Trusted globally for its simplicity and real-time financial reporting, Xero enables businesses to keep their accounts accurate and organized while saving time.

The Teamgate and Xero integration brings your sales and financial data together seamlessly. By linking customer information, invoices, and payment updates, this integration ensures that your sales and accounting processes stay aligned, reducing manual work and improving financial visibility.

Native Integration

Integration Benefits

Simplify Invoicing Directly from Sales – Convert successful deals in Teamgate into invoices in Xero with just a few clicks. This seamless workflow ensures that invoices are accurate, timely, and automatically updated, allowing you to focus on closing more deals, not managing paperwork.

Gain Real-Time Financial Insights – Stay updated on customer payments and outstanding balances directly within Teamgate. With Xero’s real-time financial data synced to your CRM, your team can make faster, more informed decisions about follow-ups and account management.

Reduce Manual Data Entry and Errors – Automatically sync customer details, deal values, and payment statuses between Teamgate and Xero. This integration eliminates repetitive data entry, ensuring accuracy across your systems while saving time for higher-value activities.

Use Xero Today

INSTALL NOW

Discover other integrations with Teamgate

Zendesk

Customer Support

Connect support tickets with CRM contacts, enabling sales teams to view support histories and collaborate better with customer service, improving client understanding and accelerating personalized sales follow-up.

Learn More

Freshdesk

Customer Support

Display client support requests within Teamgate, enhancing collaboration between sales and service teams by aligning communication history with lead and customer records for context-rich engagement.

Learn More

Slack

Team Communication

Send real-time CRM updates, lead activity, and deal progress directly to Slack channels, boosting cross-team visibility and enabling faster decision-making without leaving the messaging platform.

Learn More

Outlook

Synchronize emails, calendars, and contacts with Teamgate, ensuring communication records and meetings are logged automatically for seamless scheduling, follow-up, and contact management from a familiar interface.

Learn More

Gmail

Integrate Gmail communication into contact timelines, automates email tracking and lead capture, and ensures CRM reflects all email interactions for efficient sales communication and transparency.

Learn More

Microsoft 365

Productivity Suite

Connect emails, contacts, and calendars from Microsoft 365 with Teamgate, allowing streamlined access to communication records, scheduling, and data syncing across the CRM environment.

Learn More

MailChimp

Email Marketing

Sync mailing lists, campaigns, and performance data with Teamgate contacts, enabling targeted email marketing and tracking campaign impact directly on leads and deals in the CRM.

Learn More

WordPress

Website Management

Capture lead form submissions from WordPress into Teamgate CRM, streamlining contact creation and enabling immediate follow-up with embedded tracking for marketing attribution.

Learn More

Intercom

Customer Support

Enrich contact records with Intercom chat history, aligning customer messaging insights with sales workflows for stronger engagement, quicker resolution, and smarter follow-up strategies.

Learn More

QuickBooks

Accounting & Finance

Sync customer financial data, including invoices and payments, into Teamgate, allowing sales teams to view account status and prioritize outreach based on billing and payment behavior.

Learn More

Xero

Accounting & Finance

Connect billing and payment data from Xero with Teamgate contacts, giving sales visibility into client account health and supporting informed conversations and strategic account management.

Learn More

Google Drive

File Management

Link Google Drive documents to CRM records, allowing quick access to proposals, contracts, or collateral from contact or deal pages for smoother collaboration and document handling.

Learn More

Google Calendar

Calendar

Sync events with Teamgate, logging meetings and reminders automatically, enabling streamlined scheduling, enhanced time management, and better tracking of customer interactions and follow-ups.

Learn More

Zapier

Workflow Automation

Automate repetitive tasks by linking Teamgate with thousands of apps, triggering CRM updates, lead creation, or notifications based on actions across your tech stack—no code needed.

Learn More

Make.com

Workflow Automation

Automate CRM workflows by connecting Teamgate with other tools via visual scenarios, syncing data and triggering actions across platforms without manual input or technical complexity.

Learn More

Google Contacts

Contact Management

Sync Google Contacts with Teamgate, ensuring contact records stay up-to-date across both platforms, minimizing duplicates and providing accurate, consistent customer data across teams.

Learn More

Office 365 Calendar

Calendar

Integrate calendar events into Teamgate, logging meetings and syncing schedules, enabling clear visibility into upcoming appointments and aligning activities with CRM contacts and deals.

Learn More

Calendly

Scheduling & Calendar

Automatically create or update CRM records when a prospect books a meeting via Calendly, improving lead capture and ensuring all appointments are synced with sales workflows.

Learn More

Twilio

Communication

Enable SMS and call functionality directly from Teamgate, logs communication histories automatically, and supports faster, more personal follow-ups with prospects and clients.

Learn More

Nexmo

Communication APIs

Integrate SMS messaging into Teamgate CRM, allowing two-way communication with customers, logging conversations, and enhancing mobile engagement without leaving the CRM environment.

Learn More

OpenStreetMaps

Mapping & Location

Map contact locations within Teamgate using OpenStreetMaps, helping visualize geographic distribution, plan routes for field visits, and enhance territory-based sales planning.

Learn More