8 Best Xero CRM Integrations for 2023

HubSpot CRM offers a robust sales and marketing CRM system that comes with a free plan for unlimited users, one of the most intuitive CRM interfaces to navigate, and end-to-end features to manage all parts of the sales funnel. The free option includes many capabilities, including contact management, website prospecting, quote creation, email automation, and list segmentation.

The HubSpot Xero integration stands out for contact data synchronization, which is available for free. Records created or edited in both systems will automatically update in the other. Additionally, information within contact records, such as contact data, activity, invoices, and product items altered in Xero, can be synced and tracked in HubSpot. Users can use this information to monitor unpaid invoices. Finally, HubSpot lets teams create expense claims in HubSpot that are synced into Xero for bookkeeping purposes.

One odd issue with the Xero HubSpot integration is that the ability to send invoices in the CRM system requires users to be located in Australia, New Zealand, or the United Kingdom, and not any North American territory. To send Xero invoices from the CRM, we recommend Agile CRM or Really Simple Systems.

Freshsales lets teams manage leads and accounts, track deal opportunities, and engage with contacts through a built-in phone system, email, and live chat communication channels. Users can also take advantage of some of the more advanced capabilities, including artificial intelligence (AI) tools such as a chatbot to assist website visitors and generate leads, as well as Freddy AI for lead scoring, data deduplication, deal insights, and forecasting.

As a great CRM for business-to-business (B2B) sales, the Xero CRM add-ons can extend some of the account management features for teams overseeing business accounts. Once synchronized, users can view invoices that were sent through Xero in the CRM contact or account records. They can also search for invoices in the CRM system, review outstanding balances within records, and receive total summaries of paid and unpaid balances.

The Freshsales integration with Xero is relatively minimal in terms of functionality. It can only let users track invoices and outstanding payment information in the CRM for invoices sent in Xero. Method CRM and Salesforce are the two most robust CRMs on this list in terms of functionality available once the integration is set up.

Zoho CRM is a popular CRM platform for small business that comes with cost-friendly plans and robust native and third-party integration options, including Xero. There are a few Xero CRM add-ons and integration options, all of which require at least the Professional plan. One is a basic two-way data sync through a standard Zoho Xero integration from the CRM Marketplace. This route lets users synchronize data in both systems for products, invoices, contacts, accounts, and others as transactions or events occur.

Another way is through connecting the Zoho CRM product with its native Zoho Expense software, then integrating Zoho Expense with Xero. This allows teams to report and account for day-to-day expenses in Zoho Expense and have the information synced to Xero. Finally, there’s the premade Zoho CRM 2 Xero plugin. The plugin lets teams avoid manual or double-entry in each system through synchronization and data validation rules for accounts, contacts, products, invoices, orders, and payment statuses.

One issue with the Xero CRM add-ons is that users can’t connect Zoho with the accounting system until the Professional plan for $23 per user, per month. Additionally, the Zoho CRM 2 Xero plugin costs the organization an additional $50 per month. This is despite Zoho offering a free-forever plan for three users and an initial paid plan at $14 per user, monthly. Agile CRM is the best alternative that offers a free Xero integration option.

Salesforce is a juggernaut in the CRM marketplace—maintaining solid popularity as a general use and industry-specific CRM for small, mid-sized, and enterprise businesses. It has over 2,500 third-party and native integration options and is arguably the most sophisticated mobile CRM product available. The most notable modules in Salesforce include sales tools like workflow automation, lead management, mass email deployment, and pipeline tracking. The Salesforce Xero integration requires a third-party application called Breadwinner.

While expensive, Breadwinner converts Salesforce into a powerful, combined sales and accounting platform. Users can automate accounting processes, support multiple accounting departments, handle various currencies, and be used on-the-go in the mobile app. There are also extensive options to create, send, and track invoices from an account, opportunity, order, and other custom CRM records. Finally, Breadwinner lets teams manage not only invoices for revenue, but also accounts payable and expense functions.

The Breadwinner for Xero application that facilitates the integration between Salesforce and Xero, while advanced, has an expensive starting price of $2,460 per year. For similar functions, users can look to Method CRM as another robust platform that starts at $44 per user, monthly, for integration access with fewer capabilities than Salesforce. Alternatively, Agile CRM is a great free CRM option for managing Xero invoices and data in the CRM.

Method CRM is primarily a QuickBooks CRM, designed for users to manage payments and revenue data in both the CRM and popular accounting system. This allows users to manage financial activities like invoicing and expense reporting in the CRM, along with storing contact data, engaging with leads, automating workflows, and overseeing the entire sales pipeline. There are also extensive reporting capabilities on sales and financial performance.

Its financial integrations also extend to Xero for Method CRM to provide more advanced functions than other products on this list. Users can synchronize Xero data with CRM records to track contact data, invoice history, payments, and receivable statuses. They can also manage an online payment portal from the CRM for customers to access estimate and invoice information and then make payments. Finally, teams can fully view customer purchase history to discover buying habits for cross-selling and marketing opportunities.

While sophisticated in the integration capabilities, Method CRM is expensive and does not offer any free plan option. Agile CRM, Freshsales, and Zoho CRM are all excellent alternatives in terms of cost and free-plan availability.

Really Simple Systems is known for its customization, low-cost plans, and most of all, simple CRM features for optimizing sales, marketing, and customer service. The platform has excellent contact management features for storing data, tracking activity timelines, and managing tasks associated with a record. There are also pipeline management capabilities that include options to monitor opportunities history, deal stages, and weighted probabilities of closing sales deals.

As for integrating with Xero’s accounting platform, Really Simple Systems is unique in its capabilities. In addition to two-way data sync for contact and customer records and the ability to create and track Xero invoices from the CRM, users can also monitor cash balances, forecasts, and other financial information from Really Simple Systems. Using sales and expense data from Xero, teams can see dashboard charts on bank account balances, cash flow, accounts payable, receivables, and outstanding invoices.

Really Simple Systems, unfortunately, does not allow the Xero integration until the Starter plan for $14 per user, monthly. Agile CRM is the best alternative for free integration with Xero. If users elect to use the one allowed integration on the Free plan, they get access to Xero invoice, billing, and payments management from the CRM software.

Agile CRM is an all-in-one sales, marketing, and customer support management system. The Free plan allows up to 10 users to manage contact and company records, conduct contact scoring, schedule appointments, deploy email campaigns, and run a help desk service. Additionally, the free-forever option gives teams up to one integration, which they could elect to use for Xero.

Despite the CRM integration coming at no cost aside from the price of subscribing to Xero, there are fairly robust capabilities. For example, users can create and send Xero invoices to contacts from the Agile CRM system. Additionally, they can track invoice history with itemized details on everything that went into the invoice amount. Finally, the integration includes two-way payment tracking to see outstanding balances and which contacts have paid.

While great for managing sales accounting data such as billing, payment, and invoicing information, Agile CRM does not have any way for sales teams to account for operational expenses. Zoho CRM, through its native integration with Zoho Expense, lets users sync expense data, such as travel, business meetings, or sales gift expenses to Xero from the CRM.

Zendesk Sell stands out as one of the best lead management systems through its contact data management modules, multichannel communication options, and automation capabilities with lead scoring, sales sequences, and automated task creation. While it doesn’t have a free plan, the paid plans start at reasonable pricing, letting a small business scale smoothly as they need added data storage or user capacity.

Zendesk Sell’s primary use case with Xero is invoicing, specifically invoice automation. Users can have automated workflows using Zapier that create, send, and track invoices automatically upon a deal stage changing to “won.” Teams can also use similar process flows to directly have contacts from Xero imported to Zendesk Sell and vice versa.

Zendesk Sell removed its direct integration with Xero back in November 2022—making it only accessible through a third-party workflow creator application like Zapier. That said, the Zapier connector is the only way users can access Xero functions through Zendesk Sell. Freshsales and Agile CRM are the best invoice management alternatives accessible through direct connections.