Pipedrive + Simpro + Xero integrations

Ready Workflows   for Pipedrive + Simpro + Xero integration

Create company profiles, dispatch service jobs, sync customer contacts, and generate financial quotes, all in just one click.

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Create a company customer, service job and Xero contact when a Pipedrive deal reaches a new stage

Deal stage is updated in Pipedrive→Create company customer in Simpro→Create service job in Simpro→Create contact in Xero

Transition a closed deal in Pipedrive into field service operations and accounting.

When your sales team moves a deal forward in Pipedrive, this workflow automatically sets up the client profile in Simpro and Xero while scheduling the initial service job. It removes the manual handoff between sales, dispatch, and finance teams.

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Create a Simpro service job and a Xero project when a Pipedrive deal is won

Deal stage is updated in Pipedrive→Continue only if deal stage is 'Won'→Create service job in Simpro→Create project in Xero

Start field operations and financial tracking automatically the moment a sale is won.

Instead of waiting for someone to manually set up projects after a sale closes, this automation triggers as soon as a Pipedrive deal reaches the won stage. It prepares your field team in Simpro and opens a tracking project in Xero instantly.

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Extract deal requirements with AI, then create a Simpro service job and Xero project

Deal stage is updated in Pipedrive→Extract scope of work and technical requirements from deal details→Create service job in Simpro→Create project in Xero

Turn raw sales notes into clear technical instructions for field technicians and accountants.

Commercial sales notes in Pipedrive often contain unstructured details. This workflow uses AI to parse those notes into clean task descriptions before provisioning the service job in Simpro and the project in Xero.

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Create a Simpro service job and Xero project while alerting your operations team in Slack

Deal stage is updated in Pipedrive→Create service job in Simpro→Create project in Xero→Send message to operations channel

Notify your dispatch team instantly while setting up jobs and financial projects.

When a deal progresses in Pipedrive, this workflow sets up the required job in Simpro and project in Xero while posting a direct update to your operations channel in Slack. Your dispatchers stay informed without checking the CRM manually.

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Sync new Pipedrive organizations to Simpro company customers and Xero contacts

Organization is created in Pipedrive→Create company customer in Simpro→Create contact in Xero

Keep corporate client profiles consistent across your CRM, operations, and finance tools.

When a new business organization is added to Pipedrive, this automation instantly creates matching company records in Simpro and Xero. It eliminates duplicate data entry for your administrative and sales teams.

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Sync new Pipedrive people to Simpro individual customers and Xero contacts

Person is created in Pipedrive→Create individual customer in Simpro→Create contact in Xero

Add individual homeowner or client details across sales, dispatch, and billing software.

Whenever a new contact person is registered in Pipedrive, this workflow creates the corresponding customer profile in Simpro for dispatching and in Xero for invoicing. Everyone works with the same up-to-date client information.

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Create a Simpro lead and Xero contact when a new lead is added in Pipedrive

Lead is created in Pipedrive→Create lead in Simpro→Create contact in Xero

Stage new inbound prospects for technical estimators and billing setup immediately.

Early-stage sales leads captured in Pipedrive need visibility across technical teams. This setup automatically logs an initial lead in Simpro for your site estimators and creates a preliminary contact record in Xero.

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Create a Simpro service quote and Xero quote when a Pipedrive deal is created

Deal is created in Pipedrive→Create service quote in Simpro→Create quote in Xero

Standardize quote creation between your sales pipeline, field estimation, and accounting.

When a new prospective deal starts in Pipedrive, this automation drafts an estimator quote in Simpro and a preliminary sales quote in Xero. It keeps your pricing aligned across all departments from the start.

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Log a Pipedrive activity and Xero project when a Simpro job is created

Job is created in Simpro→Create activity in Pipedrive→Create project in Xero

Connect field service execution back to your account manager and initialize financial tracking.

When field dispatchers create a new job in Simpro, this workflow logs a follow-up task in Pipedrive for the account manager and sets up a project in Xero. Sales staff stay informed of operational activity without leaving the CRM.

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Create a Xero sales invoice and Pipedrive note when a Simpro invoice is created

Invoice is created in Simpro→Create sales invoice in Xero→Create note in Pipedrive

Automate accounting invoice generation while informing sales managers of billing events.

Completed field work in Simpro often generates invoices that accounting needs immediately. This automation pushes the billable invoice to Xero and logs a confirmation note in Pipedrive for the assigned sales representative.

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Create with AI

Why choose Integrately to automate Pipedrive + Simpro + Xero

Build and manage your Pipedrive + Simpro + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Pipedrive + Simpro + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

Prefer to connect just two apps? Explore each combination separately

Pipedrive + Simpro

Turn won sales deals into dispatched service jobs and customer accounts automatically.

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Simpro + Xero

Send field service invoices and customer payments directly into your accounting software.

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Pipedrive + Xero

Create billing contacts and financial projects the moment a sales deal closes.

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Questions people ask

Can a won deal in Pipedrive automatically create a Simpro service job and a Xero project?

Yes, Integrately has a ready workflow to create a Simpro service job and a Xero project when a Pipedrive deal stage is updated. When a deal reaches your chosen stage in Pipedrive, Integrately can automatically set up the service job in Simpro and open the tracking project in Xero.

Does creating a new organization in Pipedrive automatically add a company customer in Simpro and a contact in Xero?

Yes, Integrately offers a ready automation to sync new Pipedrive organizations to Simpro company customers and Xero contacts. The moment an organization is created in Pipedrive, Integrately creates the matching company customer in Simpro and contact in Xero.

Can invoices created in Simpro automatically generate sales invoices in Xero and notes in Pipedrive?

Yes, Integrately provides a ready workflow to create Xero sales invoices and Pipedrive notes from Simpro invoices. When an invoice is created in Simpro, Integrately pushes the billable invoice to Xero and logs a note in Pipedrive for your sales team.

Do I need coding skills to connect Pipedrive, Simpro and Xero?

No. Integrately provides a visual, no-code setup where you simply connect Pipedrive, Simpro, and Xero in a few clicks. You can also chat with Integrately AI agents to connect the apps and automate your tasks.

Can new Pipedrive leads automatically generate leads in Simpro and contacts in Xero?

Yes, Integrately has a ready automation to create a Simpro lead and a Xero contact when a lead is created in Pipedrive. Whenever a new inbound prospect enters Pipedrive, Integrately stages the lead in Simpro and sets up the billing contact in Xero.

Can individual customer profiles created in Simpro update Pipedrive and Xero automatically?

Yes, Integrately offers a ready workflow to add individual customer records to Pipedrive and Xero when created in Simpro. When an individual customer is added in Simpro, Integrately creates a matching person in Pipedrive and a contact in Xero.

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