Salesforce Automation

How to connect Salesforce to Xero

Stop dealing with manual data transfer between Salesforce and Xero. This guide shows you how to automatically Add Bill in Xero whenever Account Created happens inside Salesforce.

Salesforce
Salesforce
Trigger
→
Xero
Xero
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you seamless automation between Salesforce and Xero. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Salesforce as the first module.

  2. 2

    Configure the trigger

    Select Account Created inside Salesforce. Authorize your account and set any filters you need.

  3. 3

    Add the Xero action

    Choose "Add Bill" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.