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Integrate Xendit with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Xendit and Pipedrive

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About Xendit

Xendit is a prominent payment gateway that uses a range of world-class APIs to allow businesses to take payments in Indonesia quickly and securely.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best ways to Integrate Xendit + Pipedrive

  • Xendit Integration Pipedrive Integration

    Xendit + Pipedrive

    Create Person to Pipedrive from New Invoice in Xendit Read More...
    Close
    When this happens...
    Xendit Integration New Invoice
     
    Then do this...
    Pipedrive Integration Create Person
  • Xendit Integration Pipedrive Integration

    Xendit + Pipedrive

    Create Deal to Pipedrive from New Invoice in Xendit Read More...
    Close
    When this happens...
    Xendit Integration New Invoice
     
    Then do this...
    Pipedrive Integration Create Deal
  • Xendit Integration Pipedrive Integration

    Xendit + Pipedrive

    Create Activity to Pipedrive from New Invoice in Xendit Read More...
    Close
    When this happens...
    Xendit Integration New Invoice
     
    Then do this...
    Pipedrive Integration Create Activity
  • Xendit Integration Pipedrive Integration

    Xendit + Pipedrive

    Update Person in Pipedrive when New Invoice is created in Xendit Read More...
    Close
    When this happens...
    Xendit Integration New Invoice
     
    Then do this...
    Pipedrive Integration Update Person
  • Xendit Integration Pipedrive Integration

    Xendit + Pipedrive

    Create Note to Pipedrive from New Invoice in Xendit Read More...
    Close
    When this happens...
    Xendit Integration New Invoice
     
    Then do this...
    Pipedrive Integration Create Note
  • Xendit Integration {{item.actionAppName}} Integration

    Xendit + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Xendit + Pipedrive in easier way

It's easy to connect Xendit + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Invoice

    Trigger when new invoice created.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Account

    Creates an account.

  • Create Customer

    Create a new customer.

  • Create Disbursement

    Creates a disbursement.

  • Create Invoice

    Creates an Invoice.

  • Create Payout

    Creates a payout.

  • Create QR Code

    Creates QR Code.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xendit & Pipedrive Integrations Work

  1. Step 1: Choose Xendit as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Xendit to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xendit and Pipedrive

Introduction is the summary of your article. It’s a brief of what you are going to discuss in body section.

Xendit?

Xendit is a service that allows to manage your customers in one place. It provides with CRM, project management, communication tops in one place. So you can use it for B2B sales and marketing. It’s not only a CRM top but also an automation top as well.

Pipedrive?

Pipedrive is a CRM top for small and medium businesses. It’s not just a CRM top but also an automation top. It’s an important sales CRM top. You can use it to automate your sales process. And you can use it to do lead generation. You can do email drip campaigns, email tracking and more. You can export it to different platforms such as Google Sheets, Excel, etc. You can do automations such as triggering emails based on certain events. That’s why it’s a powerful top for sales and marketing automation.

You should divide the main part of your article into 2-3 paragraphs. The first paragraph will be about integration between Xendit and Pipedrive. The second paragraph will be about benefits of integration between Xendit and Pipedrive.

Integration of Xendit and Pipedrive

The first step is to create a new Xendit account via their website https://xendit.com/signup or you can do it via their app for Android or iOS devices. You have to know that when you connect Xendit and Pipedrive, they will attach data from both systems together in one master data list. So you don’t have to configure them separately. This can be done with two clicks without any efforts at all. If you want to use this integration, you can find more information here https://support.xendit.com/hc/en-us/articles/115002519671-Set-up-integration-with-Pipedrive-CRM-in-Xendit#1. You can set up your integration with Pipedrive in 5 minutes easily. But before doing that you should create a new blank account on Pipedrive via https://pipedrive.com/account/signup or you can download their app for Android or iOS devices and create an account from there as well. After creating an account then you should install the integration app from Xendit on your Pipedrive account like this https://xendit.com/installation_guide#3. After installing the app you should connect your Xendit account with your Pipedrive account by fplowing these steps. Link Pipedrive with Xendit account, enter an access code and click on “Synchronize now” button. After that, you should wait until both systems synchronize data together. It usually takes around 10 minutes to synchronize data between both systems. You should see the data synced between both systems after a while. Now you can create companies (or clients. in your Pipedrive account and add leads and contacts from your Xendit account as well through clicking on “Add New Company” button as shown below. In the next step, you should add contacts that you want to add from your Xendit account to your Pipedrive account so you can reach them better thanks to having them in one place instead of separate data lists like before. After adding contacts in Pipedrive from Xendit account, you should click on “Sync Contacts” button under “Contacts” tab of your Pipedrive account. After clicking “Sync Contacts” button, you should wait until it processes all contacts in your Xendit account and creates them in your Pipedrive account as well. In the next step, you should add leads who are already registered in your Xendit platform that you want to add to your Pipedrive account as well. After adding leads in your Pipedrive account from Xendit account, you should click on “Sync Leads” button under “Leads” tab of your Pipedrive account. After clicking “Sync Leads” button, you should wait until it processes all leads in your Xendit account and creates them in your Pipedrive account as well. Now you have a base for building out your lead generation campaign in one place so that everything is synced between both systems. In the next step, you should create new companies that are not yet created in Xendit but already exist in Pipedrive to sync them. For example, when I search for company named “Company A” in my Pipedrive account then I see that it already exists in Xendit so I don’t need to create it again in my Pipedrive account. But when I search for “Company B” then I see that it doesn’t exist in Xendit so I have to create it manually there first. After transferring data from your Xendit account to your Pipedrive account successfully, then you should go to Settings tab of your Pipedrive account and click on “Automations” button. Then click on “New Automation” button. Then choose which fields you want to synchronize between two systems when someone changes them inside one system then they will change automatically inside another system. After configuring field synchronization then click on “Continue” button. Then click on “Save Automation” button. Finally click on “Create & Done” button. If anyone changes any of these fields then all other fields will be automatically updated too automatically so that they don’t need to do it manually anymore. Now when someone adds any contact into his/her contact list from his/her Pipedrive account then he/she will see that automatically someone has added it into his/her contact list too from his/her Xendit account. And whenever someone adds any lead into his/her lead list from his/her Pipedrive account then he/she will see that automatically someone has added it into his/her lead list too from his/her Xendit account. Now if someone changes something about his/her company (or client. from his/her Pipedrive account (like changing its name or removing it. then the same thing will happen automatically with respect to his/her company (or client. from his/her Xendit account too. Now if someone changes something about his/her lead from his/her Pipedrive account (like changing its status or removing it. then the same thing will happen automatically with respect to his/her lead from his/her Xendit account too. Now if someone changes something about his/her contact from his/her Pipedrive account (like changing its status or removing him/her. then the same thing will happen automatically with respect to his/her contact from his/her Xendit account too. You should do this integration because when contacts or leads are already registered in one system then they don’t need to register them again in another system because registration process is already done thanks to this integration so there is no need for them to fill out the same fields again when registering them again in another system like usual when working with two separate systems like before where integration wasn’t available yet unlike now where it exists thanks to this integration where data is automatically transferred between both systems so there is no need for new registrations like usual when working with two separate systems like before where integration wasn’t available yet unlike now where it exists thanks to this integration where data is automatically transferred between both systems so there is no need for new registrations as mentioned earlier because registration process is already done thanks to this integration so there is no need for them to fill out the same fields again when registering them again in another system like usual when working with two separate systems like before where integration wasn’t available yet unlike now where it exists thanks to this integration where data is automatically transferred between both systems so there is no need for new registrations like usual when working with two separate systems like before where integration wasn’t available yet unlike now where it exists thanks to this integration where data is automatically transferred between both systems so there is no need for new registrations as mentioned earlier because registration process is already done thanks to this integration so there is no need for them to fill out the same fields again when registering them again in another system like usual when working with two separate systems like before where integration wasn

The process to integrate Xendit and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.