Pipedrive

Pipedrive and Xero Integration

Generate invoices and automatically process payments in Xero. Sync contact data, manage deal flow and automate your sales pipeline in Pipedrive. Do much more by connecting Pipedrive and Xero.

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Popular Integrations

Xero - New or Modified Contact
Pipedrive - Add or Update a Person

Add or Update a Person in Pipedrive on a New or Modified Contact in Xero

Pipedrive - New Person
Xero - Add Or Update a Contact

Add Or Update a Contact in Xero on a New Person in Pipedrive

Xero - New Payment
Pipedrive - Add an Activity

Add an Activity in Pipedrive on a New Payment in Xero

Xero - New or Modified Contact
Pipedrive - Add a Note

Add a Note in Pipedrive on a New or Modified Contact in Xero

Xero - New Overpayment
Pipedrive - Add an Activity

Add an Activity in Pipedrive on a New Overpayment in Xero

Xero - New or Modified Contact
Pipedrive - Add a Product to a Deal

Add a Product to a Deal in Pipedrive on a New or Modified Contact in Xero

Pipedrive - Won Deal
Xero - Add Or Update a Contact

Add Or Update a Contact in Xero on a Won Deal in Pipedrive

Xero - New or Modified Contact
Pipedrive - Add an Activity

Add an Activity in Pipedrive on a New or Modified Contact in Xero

Looking for something else?

Create your own Integration

Connect Pipedrive and Xero the way you want. Start by selecting the trigger and action events listed here.

When this happens

TRIGGERS
  • Pipedrive - New Deal

    New Deal

    Triggers when a new Deal is created

  • Pipedrive - Updated Deal

    Updated Deal

    Triggers when an existing Deal is updated

  • Pipedrive - Won Deal

    Won Deal

    Triggers when a Deal is won

  • Pipedrive - New Activity

    New Activity

    Triggers on new Activity linked to a Person, an Organization or a Deal

  • Pipedrive - New Product

    New Product

    Triggers when a new Product is created

  • Pipedrive - New Person

    New Person

    Triggers when a new Person is added

  • Pipedrive - Deal enters a stage

    Deal enters a stage

    Triggers when a Deal enters a particular Stage

  • Pipedrive - Lost Deal

    Lost Deal

    Triggers when a Deal is lost

  • Pipedrive - Updated Deal Stage

    Updated Deal Stage

    Triggers when a deal stage gets updated. Optionally filter with current and new stages.

  • Pipedrive - Deal Matches Filter

    Deal Matches Filter

    Triggers when a deal matches a selected pipedrive filter

  • Pipedrive - New Organization

    New Organization

    Triggers when a new Organization is added

  • Pipedrive - New Note

    New Note

    Triggers when a new Note is added to a Person, an Organization or a Deal

  • Pipedrive - Updated Organization

    Updated Organization

    Triggers when an existing Organization's details are updated

  • Pipedrive - Updated Person

    Updated Person

    Triggers when an existing Person's details are updated

  • Pipedrive - Activity Matches Filter

    Activity Matches Filter

    Triggers when an activity matches a selected pipedrive filter

  • Xero - New or Modified Contact

    New or Modified Contact

    Triggers when a new contact is created or an existing one is modified

  • Xero - New Overpayment

    New Overpayment

    Triggers when a new overpayment is generated

  • Xero - New Payment

    New Payment

    Triggers when a new payment is added to xero

  • Xero - Invoice Status Change

    Invoice Status Change

    Triggers when a the status of the sales invoice changes to a particular value

  • Xero - New Sales Invoice

    New Sales Invoice

    Triggers when a new sales invoice is added to xero

  • Xero - New Invoice Line Item

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.

  • Xero - New Purchase Order

    New Purchase Order

    Triggers when a new purchase order is added to xero

  • Xero - Invoice Overdue

    Invoice Overdue

    Triggers when the invoice is overdue by a specified number of days

  • Xero - New Bill

    New Bill

    Triggers when a new bill is added to xero

  • Xero - New or Modified Credit Note

    New or Modified Credit Note

    Triggers when a new credit note is added or an existing credit note is updated

Do this

ACTIONS
  • Xero - Search Contact

    Search Contact

    Search A Contact Based On Contact ID Or Email Address

  • Xero - Add Or Update a Contact

    Add Or Update a Contact

    Create or Update a Contact

  • Xero - Add a Payment

    Add a Payment

    Apply payments to approved AR and AP invoices

  • Xero - Add a Sales Invoice

    Add a Sales Invoice

    Create a new Sales Invoice

  • Xero - Add a Bill

    Add a Bill

    Creates a new Bill

  • Xero - Add a Purchase Order

    Add a Purchase Order

    creates a new purchase order

  • Xero - Update an Invoice

    Update an Invoice

    Updates an existing Invoice by Invoice ID or Invoice Number

  • Xero - Search Invoices

    Search Invoices

    search invoices based on invoice id or invoice number

  • Xero - Add Credit Note

    Add Credit Note

    Adds a new credit note

  • Xero - Add Line Item To Sales Invoice

    Add Line Item To Sales Invoice

    Add a new line item to an existing sales invoice

  • Xero - Search Credit Note

    Search Credit Note

    Search credit note by Credit Note Id or Credit Note Number

  • Xero - Add an Item

    Add an Item

    Add a new item in to inventory

  • Xero - Search An Item

    Search An Item

    search a item/product with its name or id

  • Xero - Search Payments

    Search Payments

    Search payments by Payment Id or Reference

  • Xero - Send an Invoice

    Send an Invoice

    Send Invoice by Invoice Id to the Invoice email address

  • Xero - Search Bill

    Search Bill

    Search bill by Bill Invoice ID, Reference or Contact ID

  • Pipedrive - Add an Activity

    Add an Activity

    Add a new Activity (Call, Meeting, Task, Deadline, Email) linked to a Deal, Person or Organization

  • Pipedrive - Add a Deal

    Add a Deal

    Add a Deal using its title

  • Pipedrive - Add or Update a Person

    Add or Update a Person

    Add or Update a Person using their Name

  • Pipedrive - Add a Note

    Add a Note

    Add a Note to a Person, Deal or Organization

  • Pipedrive - Add an Organization

    Add an Organization

    Add an Organization using its Name

  • Pipedrive - Update an Organization

    Update an Organization

    Update an existing Organization using Organization Id

  • Pipedrive - Add a Product to a Deal

    Add a Product to a Deal

    Add a Product to an existing Deal using the Deal ID.If the Product does not exist,a new Product is created

  • Pipedrive - Add Follower

    Add Follower

    Adds a follower to a deal, organization or person

  • Pipedrive - Get Contact(s) for Deal

    Get Contact(s) for Deal

    Get Contact(s) for specified Deal

  • Pipedrive - Add Product

    Add Product

    Adds a new product

  • Pipedrive - Update Deal

    Update Deal

    Update a Deal using its Deal ID

  • Pipedrive - Get Deal(s) for Contact

    Get Deal(s) for Contact

    Get Deal(s) for specified Person

  • Pipedrive - Search an Organization

    Search an Organization

    Search for an Organisation based on Pipedrive ID of the Organization or Organization name

  • Pipedrive - Search a Person

    Search a Person

    Search for a Person based on Pipedrive ID of Person or Email Address or Name of the Person

  • Pipedrive - Search a Deal

    Search a Deal

    Search for a Deal based on Pipedrive ID of the Deal or Deal Name

  • Pipedrive - Search Activity

    Search Activity

    Search Actvity by Subject

  • Pipedrive - Search Users

    Search Users

    Search for a User based on Pipedrive ID of User or Email Address or Name of the User

  • Pipedrive - Search Products

    Search Products

    Search Products using the Product ID or Product name

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Connect Pipedrive and Xero with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Typeform
Google Forms
Zoho Forms

Forms

Pipedrive Workflow

Pipedrive

Xero Workflow

Xero

Gmail
Office 365
Zoho Mail

Email

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