Cirrus Insight – Breadwinner Integration

Display Xero or QuickBooks Online Accounts Receivable in your Inbox

Google Apps / Gmail and Outlook displays Invoice Status

 

Cirrus Insight - Salesforce in your Inbox

If you use Xero or QuickBooks Online, and you use Cirrus Insight, then you can instantly see live Accounts Receivable for every Contact in Salesforce, right in your Inbox! So whenever you need to see whether someone has paid their most recent invoice, or whether they are overdue, that information is visible. Take a look a our screenshots below – that’s the rich information you’ll see alongside an email from a customer.

This integration is included at all levels of Breadwinner subscription, and works seamlessly for both Breadwinner for Xero, and Breadwinner for QuickBooks Online.

Your Salesforce / Cirrus Insight administrator will need to enable this in Cirrus by going to the Cirrus Insight Settings, then Account Dashboard, Applications, and find Breadwinner for Xero or Breadwinner for QuickBooks Online, and enable them.

Find out more at Cirrus Insight!