Pipedrive + Xero Integration

Connect Pipedrive to Xero in 1 click

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1.
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.

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Ready Workflows Ready Workflows   for Pipedrive + Xero Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Pipedrive + Xero Integration

Create Xero sales invoice from new Pipedrive deal

Do you use Pipedrive to keep track of your company's deal? If so, did you know that you can also use it to create sales invoice directly in Xero?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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Pipedrive + Xero Integration

Create Xero order for new Pipedrive deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Pipedrive and Xero work together to make accounting and bookkeeping simple.

When you create a deal in Pipedrive, it will automatically create an order in Xero. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Pipedrive and Xero.
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Automations

Top 10 Most Popular Pipedrive Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Pipedrive logo
Create Pipedrive note for new WhatsApp message
Activate
Stripe logo
Pipedrive logo
Create Pipedrive note for new Stripe charge
Activate
Jira Service Desk logo
Pipedrive logo
Create Pipedrive note for new Jira Service Desk ticket
Activate
Pipedrive logo
Google Sheets logo
Create Google Sheets row for new Pipedrive deal
Activate
Pipedrive logo
SendGrid logo
Send SendGrid email for new Pipedrive deal
Activate
WhatsApp logo
Pipedrive logo
Create Pipedrive note for new WhatsApp message
Activate
Stripe logo
Pipedrive logo
Create Pipedrive note for new Stripe charge
Activate
Jira Service Desk logo
Pipedrive logo
Create Pipedrive note for new Jira Service Desk ticket
Activate
Pipedrive logo
Google Sheets logo
Create Google Sheets row for new Pipedrive deal
Activate
Pipedrive logo
SendGrid logo
Send SendGrid email for new Pipedrive deal
Activate
Calendly logo
Pipedrive logo
Create Pipedrive note for new Calendly event invitee
Activate
ClickSend SMS logo
Pipedrive logo
Create Pipedrive note for new ClickSend SMS message
Pipedrive logo
ClickSend SMS logo
Send ClickSend SMS message for new Pipedrive deal
Pipedrive logo
Chatwork logo
When Person is created in Pipedrive > Create Task in Chatwork
Pipedrive logo
MessageBird logo
Send MessageBird message for new Pipedrive deal
Calendly logo
Pipedrive logo
Create Pipedrive note for new Calendly event invitee
Activate
ClickSend SMS logo
Pipedrive logo
Create Pipedrive note for new ClickSend SMS message
Pipedrive logo
ClickSend SMS logo
Send ClickSend SMS message for new Pipedrive deal
Pipedrive logo
Chatwork logo
When Person is created in Pipedrive > Create Task in Chatwork
Pipedrive logo
MessageBird logo
Send MessageBird message for new Pipedrive deal

Top 10 Most Popular Xero Automations from
Integrately Community

Most popularmost-popular-automations
01
ThriveCart logo
Xero logo
Create Xero sales invoice for new ThriveCart purchase
02
Amelia logo
Xero logo
Create Xero sales invoice for new Amelia booking
03
Xero logo
WhatsApp logo
Send WhatsApp message for new Xero payment
04
Xero logo
Clockify logo
Create Clockify project from new Xero account
05
Zoho Books logo
Xero logo
Create Xero sales invoice for new Zoho Books sales invoice
cloud
Xero
app integration
06
MySQL logo
Xero logo
Create Xero sales invoice from new row MySQL
07
Xero logo
Gmail logo
Send Gmail email for new Xero payment
08
Google Sheets logo
Xero logo
Create Xero sales invoice from new row Google Sheets
09
Invoice Ninja logo
Xero logo
Create Xero sales invoice for new Invoice Ninja invoice
10
Microsoft Excel logo
Xero logo
Create Xero sales invoice from new row Microsoft Excel
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How Integrately Works?

1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Pipedrive or Xero With 1400+ Other Apps

Pipedrive
Pipedrive
Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
Xero
Xero
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.