Match paid Xero invoices to the call that won the job.
When an invoice is paid in Xero, the money is matched to the call or form that started the job. No CRM needed.
What it does
- When an invoice is paid, we match it to the call or form that started the job, by phone number first, then email.
- Sales from people who never called are kept and listed as not matched, so your totals stay honest.
- Sending the same invoice again updates it rather than counting it twice.
- The money goes to your ad platforms as a won job, at the time it was paid.
Setting it up
Connect Xero from the Integrations page in your Call Tracked account. It takes a couple of minutes and you can disconnect it at any time.
Which plans include it?
Revenue from Xero is on Growth and above. See Pricing for the full comparison, or browse all Integrations.
Works hand in hand with
All Features →HubSpot Call Tracking Integration
Calls land in HubSpot as contacts with their source, recording, transcript and lead score. Won deals and their amounts come back onto the call, so you see revenue by channel.
Pipedrive Call Tracking Integration
New callers become leads or deals in the right Pipedrive pipeline, with the call summary as a note. Won deals and their amounts come back onto the call.
Salesforce Call Tracking Integration
Calls are logged against Salesforce leads and contacts with campaign fields filled in, and won deals and their amounts come back onto the call.
Stripe Call Tracking Integration
Stripe payments and paid invoices are matched to the call or form that started the job. Refunds take them off again.
See your first tracked call today.
14 days free, no card needed. Start with two numbers, and all six when you add a card. Most people are set up within ten minutes.