Integrate Xero with Salesforce Pardot
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.
About Salesforce Pardot
With Pardot B2B marketing automation by Salesforce, businesses can streamline and simplify their marketing automations. This allows them to improve their overall business efficiency and long-term strategies, aligning their sales and marketing teams, generating better leads, improving their email marketing, and more.
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 Salesforce Pardot data to Amazon Redshift
Load your Salesforce Pardot data to Google BigQuery
ETL all your Salesforce Pardot data to Snowflake
Move your Salesforce Pardot data to MySQL
Integrate Xero With Salesforce Pardot Today
Free 7-day trial. Easy setup. Cancel any time.
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.
Salesforce Pardot's End Points
Salesforce Pardot Accounts
Create an account for any business or person that it may be useful to track. Then, use that account number to integrate and track any other important information associated with that account holder.
Salesforce Pardot Campaigns
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Salesforce Pardot Forms
Fully control and streamline your forms. This will help you send the right communication to the right people at the right time.
Salesforce Pardot Opportunities
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to Salesforce Pardot leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Salesforce Pardot Lifecycle History
Track a prospect’s lifecycle history, including their current lifecycle stage, the ID of the stage they will be in next, the time it was created, and more. Use this data to understand your conversions, customer retention rates, and more.
Salesforce Pardot Lists
Control, track, and edit your lists, including list name, description, last time it was updated, and more. This can help with segmentation, targeting, and long-term customer retention.
Salesforce Pardot Tags
Search for Salesforce Pardot tags, get a list of recently tagged media, or retrieve information about a tag object. Then use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.