Pipedrive
Simpro
Xero

Pipedrive + Simpro + Xero integrations

Automate customer records, service job scheduling, sales quotes, and invoice creation across Pipedrive, Simpro, and Xero.

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Popular automation
Trigger
Deal stage is updated
in Pipedrive
Instant
Actions
Create company customer
in Simpro
Create service job
in Simpro
Create contact
in Xero

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App Integrations
20 Million+
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Customers Worldwide
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Ready Workflows 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.

Trigger
P
Deal stage is updated in Pipedrive
in Pipedrive
Actions
S
Create company customer in Simpro
in Simpro
S
Create service job in Simpro
in Simpro
X
Create contact in Xero
in Xero
Trigger
P
Deal stage is updated in Pipedrive
in Pipedrive
Actions
F
Continue only if deal stage is 'Won'
in Filter
S
Create service job in Simpro
in Simpro
X
Create project in Xero
in Xero
Trigger
P
Deal stage is updated in Pipedrive
in Pipedrive
Actions
C
Extract scope of work and technical requirements from deal details
in ChatGPT
S
Create service job in Simpro
in Simpro
X
Create project in Xero
in Xero
Trigger
P
Deal stage is updated in Pipedrive
in Pipedrive
Actions
S
Create service job in Simpro
in Simpro
X
Create project in Xero
in Xero
S
Send message to operations channel
in Slack
Trigger
P
Organization is created in Pipedrive
in Pipedrive
Actions
S
Create company customer in Simpro
in Simpro
X
Create contact in Xero
in Xero
Trigger
P
Person is created in Pipedrive
in Pipedrive
Actions
S
Create individual customer in Simpro
in Simpro
X
Create contact in Xero
in Xero
Trigger
P
Lead is created in Pipedrive
in Pipedrive
Actions
S
Create lead in Simpro
in Simpro
X
Create contact in Xero
in Xero
Trigger
P
Deal is created in Pipedrive
in Pipedrive
Actions
S
Create service quote in Simpro
in Simpro
X
Create quote in Xero
in Xero
Trigger
S
Job is created in Simpro
in Simpro
Actions
P
Create activity in Pipedrive
in Pipedrive
X
Create project in Xero
in Xero
  • 1of2
Got a different task in mind? Describe it
Got a different automation in mind? Describe it and let Integrately AI build it for you.

More ways to automate your
Pipedrive + Simpro + Xero workflow

Connect 1,500+ apps and get more done from your workflows.

Alert the sales team
Post instant notifications to Microsoft Teams or Slack when a job or invoice is processed. Your staff stays updated on critical client events without checking multiple applications.
Send client updates
Trigger automated SMS messages through Twilio or WhatsApp when job schedules change. Customers receive timely updates directly on their mobile devices.
Let AI score leads
ChatGPT or Claude can read new deal submissions, assess inquiry details, and tag high-value prospects. Your team can focus on the strongest opportunities first.
Log customer support
Create a ticket in Zendesk or Freshdesk whenever a service job encounters issues. Support staff get immediate context from your CRM and accounting records.
Backup client files
Send signed contracts and project documents automatically to Google Drive or Dropbox. Your project files remain organized and accessible to authorized team members.
Track marketing sources
Send campaign attribution data into Google Sheets or HubSpot when leads convert. Marketers can measure which channels drive the most valuable field service jobs.

How the data usually flows between Pipedrive, Simpro and Xero

See how prospect details move seamlessly from sales pipelines into field dispatch and financial records.

Pipedrive
Pipedrive
The moment a deal progresses or closes in your sales pipeline, the workflow starts automatically. Nobody has to check for won deals manually.
Capture
Simpro
Simpro
Client and project details go straight into your field management software, creating customer accounts and service jobs without duplicate data entry.
Dispatch
Xero
Xero
Matching contacts, quotes, or invoices are generated in your accounting platform, ensuring billing records match your sales pipeline.
Accounting
S
Slack
Operations and account managers receive instant alerts so work can begin immediately. Your team stays aligned across every department.
Follow up
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between Pipedrive, Simpro and Xero.
Pipedrive
Simpro
Xero
One continuous flow, Zero extra effort.
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Steps to connect Pipedrive, Simpro and Xero

  1. Log in to Integrately
  2. Search and select Pipedrive and Simpro
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your Pipedrive & Simpro accounts
  5. Add Xero in the next steps of your workflow
  6. Map the fields across all three apps
  7. Test it, then switch it on Done
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Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
Try it →
Simpro
Simpro Triggers & Actions
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
Try it →
Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
Try it →
Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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Search item by name in Xero
Locates and retrieves particular item information
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Add contacts to contact group in Xero
Add contacts to a contact group
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
Try it →
Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
Try it →

Who this setup is for

Field service contractors
Field service contractors
HVAC and plumbing companies
HVAC and plumbing companies
Electrical and security installers
Electrical and security installers
Facilities maintenance providers
Facilities maintenance providers
📋 Field service contractors
You manage commercial or residential clients in a sales pipeline and need them dispatched in field software and billed in accounting. This setup eliminates manual re-entry between Pipedrive, Simpro, and Xero.
🎙️ HVAC and plumbing companies
Sales reps close jobs in your CRM while technicians and accountants need customer profiles ready for dispatch and invoicing. This automation connects your sales, field, and finance tools.
🔁 Electrical and security installers
You handle complex project estimates that require careful coordination between sales quoting, field job creation, and project financial tracking. This workflow keeps all three platforms in sync.
🗂️ Facilities maintenance providers
New corporate accounts and service requests arrive constantly from sales leads. This setup ensures customer records and billing items are created instantly across your entire software stack.
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Built in

Everything this automation handles for you

Everything this automation handles for you
No duplicate entries
Match existing email addresses and company names before creating records, so clients are never duplicated across Pipedrive, Simpro, or Xero.
Auto-retry failed steps
If a temporary connection issue blocks an update, the automation can retry the step automatically instead of leaving your workflow half-finished.
Conditional filtering
Set rules so workflows run only when specific conditions are met, such as when a deal reaches the exact 'Won' stage.
Multi-app coordination
Trigger actions across three or more platforms simultaneously from a single event, saving your team hours of manual administrative work.

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
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
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
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
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
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
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.
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Prefer to connect just two apps? Explore each combination separately

Pipedrive
Simpro
Pipedrive + Simpro
Turn won sales deals into dispatched service jobs and customer accounts automatically.
Explore Integrations
Simpro
Xero
Simpro + Xero
Send field service invoices and customer payments directly into your accounting software.
Explore Integrations
Pipedrive
Xero
Pipedrive + Xero
Create billing contacts and financial projects the moment a sales deal closes.
Explore Integrations

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Questions people ask

Can a won deal in Pipedrive automatically create a Simpro service job and a Xero project?
Frequently Asked Questions
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?
Frequently Asked Questions
Can invoices created in Simpro automatically generate sales invoices in Xero and notes in Pipedrive?
Frequently Asked Questions
Do I need coding skills to connect Pipedrive, Simpro and Xero?
Frequently Asked Questions
Can new Pipedrive leads automatically generate leads in Simpro and contacts in Xero?
Frequently Asked Questions
Can individual customer profiles created in Simpro update Pipedrive and Xero automatically?
Frequently Asked Questions
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