With the EngageBay - Xero integration, you can have a 360-degree visibility into your customers journey, from their initial visit to your website to becoming a paid customer and their invoice, all in one place. This integration helps nurture your website leads, so you can start building better relationships with your prospects and customers through personalized conversations. The integration also ensures your Xero contacts are available in EngageBay CRM for all your inbound sales processes, and keeps them up-to-date if anything changes in Xero.
Create invoices, send them to your contacts and track them, all from your EngageBay dashboard. The EngageBay - Xero integration automatically shows you the list of invoices with itemized details in the contact pages within the CRM.
The EngageBay - Xero integration lets you monitor payments status from the Xero widget in the contact pages. Find out who hasn't paid the invoices yet and send them reminders.
We use the email address as an identifier on your Xero Contact to create a new contact or update an existing one within EngageBay.
Once this initial integration has completed, any change to your contacts in Xero will be automatically reflected in your EngageBay CRM.
View all of the past invoices of your customers, along with itemized details, pinned to your contact pages with Xero Integration in your EngageBay CRM.
EngageBay is an integrated Sales & Marketing suite with Contact Management, Marketing Automation, Web Analytics, Social Suite, Appointment Scheduling, Telephony and more. Xero Integration lets you manage your invoices, track payments and billing histories right from within EngageBay CRM.
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Founder, Wolff Consultoria
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Southern Europe Director, Triptease
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