The diagram below illustrates how Cloudfuse can automatically sync data between Xero and Salesforce. This example shows a typical integration, but Cloudfuse is highly flexible and can be tailored to connect many other systems and workflows to suit your business needs.
What this integration does:
Automatically creates and syncs Salesforce Accounts from new Xero contacts.
When a new contact is created in Xero, Cloudfuse instantly creates a corresponding Salesforce Account and keeps it in sync.
Syncs contact details and related people.
Primary and additional people linked to a Xero contact (including names and emails) are automatically created as Salesforce Contacts and kept up to date.
Transfers invoice data from Xero to Salesforce Opportunities.
When a new invoice is created in Xero, Cloudfuse creates a corresponding Opportunity in Salesforce, including key details like invoice name, due/close date, amount, and Xero Invoice ID.
Each Opportunity is linked to the relevant Salesforce Account.
Keeps records in both systems up to date.
Any changes made in Xero are reflected in Salesforce in real time, ensuring your data stays consistent across platforms.
This is just one example of what Cloudfuse can do. The platform supports a wide range of integrations and data flows, all customisable to your specific requirements.