Integrate Xero with Pipedrive

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

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About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

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

Want to explore Xero + Pipedrive quick connects for faster integration? Here’s our list of the best Xero + Pipedrive quick connects.

Explore quick connects

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Connect Xero + Pipedrive in easier way

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

  • Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • 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 Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • 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 Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How Xero & Pipedrive Integrations Work

  1. Step 1: Choose Xero 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 Xero to Pipedrive.

    (2 minutes)

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

Integration of Xero and Pipedrive

Xero

Xero is a cloud-based accounting software that provides services to small and medium size businesses. It is used by more than 60,000 businesses in 150 countries and territories around the world. Xero can be used by accountants, bookkeepers and small business owners to manage accounting tasks such as invoicing, bank reconciliation, expenses and payrpl.

Xero provides business accounting software with functionalities such as time tracking, sales pipeline, cash flow forecasting and reporting. It also allows users to track their sales and purchases, manage projects, and run automated invoicing and reminders. There are also features that allow users to automate their payrpl process and manage travel and expense reports. It also provides integrated services with applications such as PayPal and Freshbooks. According to Xero’s official website (xero.com), the Xero Online Bookkeeping service is now used by more than 50,000 small business owners in Australia.

Pipedrive

Pipedrive is a sales management platform that helps businesses keep track of work and close deals. The software is designed to help teams organise, track and fplow up on their sales opportunities. Pipedrive is available for companies that have five or more full-time employees. It is also designed for companies that have revenue of USD 2 million or less annually.

The software offers features that allow users to create deals, manage tasks, track deals, manage leads, manage contacts, manage communications with prospects using e-mail, phone calls or social media, handle sales negotiations, create proposals, get sales reports, get sales analytics etc. Users can also set up email templates to send out automatically when an opportunity arises. The software is available at pipingrove.com/en/compare/.

Integration of Xero and Pipedrive

Xero integration into Pipedrive allows users to send files from the two applications directly into their Pipedrive contacts. This means that users do not have to manually copy data from one app to another before sending it out. They can send relevant information directly from Xero to Pipedrive. This saves time because data are sent directly from the source to the contact without any manual copying process. The integration removes the need to manually enter data from an accounting application into other CRM app. This improves efficiency because it requires less input from users. The integration makes it easier for people to send letters instead of manually copying data into their CRM app.

Benefits of Integration of Xero and Pipedrive

Benefits of integrating Xero with Pipedrive include:

  • Business owners can save time by not having to manually enter data into their CRM app
  • Accounts payable staff will be able to better track payments made by their customers including when they were made and how much they were for because accounting data will be sent directly into Pipedrive instead of manually copied into their CRM app. This makes it easier for them to store all relevant details about payments in one place in Pipedrive instead of in several places in different apps in the same business software suite.
  • Human resources staff may be able to save time by not having to manually enter employee information into their CRM app during the hiring process because information could be sent directly into Pipedrive from an accounting system like Xero.

The process to integrate Xero 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm