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Integrating your business tools boosts efficiency and accuracy. With the right automation, manual data entry becomes a thing of the past. This guide shows you how to automatically add new Xero contacts to a Yeeflow list using Make (formerly Integromat).
Xero is a leading cloud-based accounting software, while Yeeflow lets you manage workflows and data lists. When your teams add a new contact in Xero, having their details instantly available in Yeeflow saves time, reduces manual input, and keeps company workflows smooth and updated.
Sign in to Make and create a new scenario. Add Xero and Yeeflow modules, and authorize both accounts by following the prompts.
Set the scenario to watch for new contact creation events in Xero. This ensures that every new addition in your Xero contacts will trigger the automation.
Select the appropriate Yeeflow module and configure it to add an item to your specified list. Map fields from Xero (like name, email, phone) to the corresponding Yeeflow fields.
Run a test to make sure the integration works as expected. Once verified, activate the scenario to make it live.
By linking Xero to Yeeflow through Make, you automate tedious processes and keep your data synchronized across platforms. Try this integration to enhance your business workflow efficiency today.