Integrate Xero with Drift
Xero is an online accounting software that allows small businesses to take complete control over their cash flow and their finances. Use Xero’s time-saving tools to process invoices, manage your bills and expenses, reconcile transactions, and run your business on the go.
Drift is the world’s first conversation-driven marketing platform. It’s bots work like virtual assistants for your website, connecting your business with leads by starting conversations and scheduling meetings in real-time. This automates and streamlines the sales process, allowing companies to connect with the most qualified leads right away.
Popular Use Cases
Bring all your Xero data to Amazon Redshift
Load your Xero data to Google BigQuery
ETL all your Xero data to Snowflake
Move your Xero data to MySQL
Bring all your Drift data to Amazon Redshift
Load your Drift data to Google BigQuery
ETL all your Drift data to Snowflake
Move your Drift data to MySQL
Integrate Xero With Drift Today
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Xero's End Points
Retrieve, add, update, or attach files to contacts in a Xero organization. Then, enrich and integrate this data to get accurate insights and send targeted communication.
Take full control of your financial accounts: attach files, archive accounts, update details, delete accounts, and more. Use this information to get a well-rounded understanding of your financial standing and make any necessary strategic improvements.
Add, update, retrieve or delete both tracked and untracked items in your inventory. This will give you a better idea of what’s selling, what’s not, and where you should take your business.
Create, update, delete, void, and retrieve sales invoices or purchase bills. Monitor this data and use it to gain a clearer view of your expected revenue gains and losses. This, in turn, will help you to run accurate predictive analyses.
Retrieve, delete, add, or update draft expense claim receipts. Monitor this information to take full control over your transactional information.
Refund credit notes, reverse a payment, apply payments to approved AR and AP invoices, and refund prepayments and overpayments. Then, use your payment data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
Review your most commonly viewed reports in Xero, and use data to improve your efficiency and gain actionable insight.
Drift's End Points
Convert leads and close deals with user-friendly, seamless communication experiences. Then, use this to grow your contact lists and create more targeted, effective marketing material.
Drift Conversations & Messages
Use the conversation tools to avoid forms and follow-ups so that you can connect your business with the best leads in real-time. Then, integrate with other customer support, sales, and marketing tools to streamline your communication and improve long-term customer retention.