Capsule CRM and Xero integration allows you to do, focusing on how it tracks opportunities:
Key Integration Benefits for Opportunity Tracking
Anita Maddock
Last Update 7 months ago
Here is a summary of what the Capsule CRM and Xero integration allows you to do, focusing on how it tracks opportunities:
The integration makes Capsule CRM the source of truth for contact data, while seamlessly pulling in relevant financial data from Xero:
Contact Sync: All paying contacts from Xero are automatically added to Capsule. Matching contacts between the two systems are linked, ensuring you only update contact details in one place (Capsule).
Invoice Visibility within Capsule: When an Opportunity converts to a sale, you can view a summary of the resulting Xero invoices right on the relevant Contact's record in Capsule. This includes:
Payment due dates.
Whether an invoice has been paid.
Identification of overdue accounts.
Streamlined Workflow: Because you can see the invoice status inside Capsule, your sales team has the necessary financial context before making a follow-up call, without ever having to leave the CRM.
Opportunity Creation: You can often create Quote Drafts in Xero based on new or updated Opportunities in Capsule (this functionality is often facilitated via integration platforms like Zapier or Make, but the core Capsule-Xero link facilitates the contact syncing that makes this possible).
The setup is done primarily from within Capsule CRM:
In Capsule, navigate to Account Settings.
Go to Integrations.
Find the Xero integration and click Configure.
You will follow the prompts to Connect to Xero, which involves logging into your Xero account to grant Capsule the necessary permissions.
During setup, you will decide how to handle supplier information and which Team (if you use them) new contacts from Xero should be added to.
The integration runs regular syncs (often every 2 hours), pulling in contacts who have at least one authorised (non-draft) invoice.
To get back to your original goal, this integration directly helps by showing you the financial outcome of a deal you tracked in an Opportunity, even if you still need a custom field to track instalments against that sale.