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15 Years of Proven Expertise in Salesforce Consulting for 350+ Delighted Clients.
dgt27 is trusted by 350+ clients across
12 industries worldwide.
15 Years of Proven
Expertise in Salesforce
Consulting with 50+
Certified Developers.
50%
Sales velocity up 50% with Salesforce integration that automates lead routing and data sync.
Tech35%
Client revenue per rep up 20% through targeted workflows and connected Salesforce data.
Financial Services30%
Annual gifts up 30% when donors, campaigns, and NPSP sync seamlessly within Salesforce.
Nonprofit25%
Ops costs down 25% with custom Salesforce integrations designed by our certified consultants.
Cross-Industry18%
Gross margin lift and stockouts down 18% through ERP and inventory data sync.
Manufacturing & Industrial30%
Data accuracy up 30% and claim denials down 12% using secure, PHI-compliant Salesforce integration.
Healthcare & Life Sciences22%
Enrollment conversion up 22% after connecting CRM and LMS events for smarter tracking.
Education & EdTech38%
Online sales up 38% by syncing customer segments and order data directly into Salesforce.
Retail & E-commerceProven Industry Leadership
Why Choose dgt27 for Your Xero and Salesforce Integration?
Native and Custom Integration Support
At dgt27, we support both native and custom integration solutions to connect Xero and Salesforce. Whether you need quick syncs or custom mapping of invoices, contacts, and opportunities, our integration ensures accuracy and efficiency.
Real-Time Data Flow
Ensure your finance and sales teams work in sync. Automatically send Salesforce deal data to Xero for invoicing and receive payment status updates within your CRM—no toggling between platforms.
Simplified Invoicing and Reporting
Generate and track invoices directly from Salesforce. Our integration enables seamless updates across both platforms—giving finance and sales teams clear visibility on billing and payment progress.
Secure and Scalable Architecture
We implement your Xero-Salesforce connection using secure APIs, ensuring data privacy, integrity, and compliance as your organization grows.
WHAT WE DO
Our Xero and Salesforce Integration Services
Contact & Account Sync
Keep customer details synchronized between Xero and Salesforce for unified customer profiles and accurate reporting.
Invoice & Payment Integration
Create and send invoices from Salesforce, and pull payment data from Xero to trigger CRM workflows or alerts.
Deal to Invoice Automation
Trigger Xero invoice creation when deals are marked "closed-won" in Salesforce—reducing manual steps and speeding up cash flow.
Custom Object Mapping
Whether it's subscription billing or milestone payments, we align your data structures across both systems for full compatibility.
Why dgt27?
Why dgt27 Stands Out?
Experience seamless financial and CRM alignment with Xero and Salesforce integration—expertly delivered by dgt27, a trusted Salesforce consulting partner. We connect your accounting and sales operations into a single, intelligent workflow that eliminates duplication, manual entry, and revenue blind spots.
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Tailored Integration Plans
Built to reflect your unique sales and finance workflows
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CRM + Accounting Synergy
Keep both departments aligned in real-time
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Bank-Level Data Security
Secure token authentication and compliance-first configurations
Frequently Asked Questions
Frequently Asked Questions
Tell us about your current CRM setup, marketing tools, and what you’d like to achieve. Our Salesforce integration consultant will review your details and reply within one business day with a clear action plan and estimated timeline.
info@dgt27.com
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