Connect and Integrate
Pipedrive with Xero

Connect Pipedrive to Xero and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Pipedrive and Xero

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Select a trigger in Pipedrive

Choose an event in Pipedrive like “New event in Pipedrive,” to set off your automation.

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Automate an Action in Xero

Connect your Xero account and select an action like “Add New Contact to Database” to make your work flow.

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Customize the Workflow

Build your Pipedrive - Xero automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Pipedrive and Xero
to Automate these Workflows

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Send emails using Microsoft Outlook for Pipedrive deals meeting certain criteria

Ready to boost productivity? Let Pipedrive + Outlook take over.

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Notify via Outlook for new leads in Pipedrive

Pipedrive and Outlook give you time back—automate your busywork.

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Add all new Freshdesk ticket details as notes in Pipedrive

Transform your workflow with Pipedrive & Freshdesk leading the way.

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Add tags to Zoho CRM for new bills in Xero

Why wait? Xero + Zoho CRM bring efficiency to your day, every day.

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Update Zoho CRM entries from new Xero sales invoices

Let Xero + Zoho CRM handle the hard work while you take it easy.

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Add tags in Zoho CRM for new Xero sales invoices

Why wait? Xero + Zoho CRM bring efficiency to your day, every day.

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Update Zoho CRM module entries for new Xero payments

Xero and Zoho CRM—because your workflow deserves an upgrade.

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Create Zoho CRM entries for new Xero payments

Transform your workflow with Xero & Zoho CRM leading the way.

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Create Zoho CRM entries for new Xero bills

Xero and Zoho CRM give you time back—automate your busywork.

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Add tags to Zoho CRM for new Xero quotes

Why struggle? Xero + Zoho CRM make every task easier to manage.

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Create Zoho CRM entries from new Xero sales invoices

Discover how Xero and Zoho CRM can simplify everything you do.

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Create Zoho CRM entries from new Xero quotes

Transform your workflow with Xero & Zoho CRM leading the way.

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Create Zoho CRM entries from new Xero purchase orders

Xero & Zoho CRM working together means less stress, more success.

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Send SMS notifications via Twilio for new Xero quotes

Xero & Twilio working together means less stress, more success.

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Create Trello cards for new Xero quotes to streamline task management

Focus on what matters. Xero + Trello handle the rest!

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Create Trello cards from new Xero sales invoices

Transform your workflow with Xero & Trello leading the way.

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Create Trello cards for new Xero payments

Xero + Trello: A duo that makes your tasks feel effortless!

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Create Trello lists from updated Xero contacts

Xero + Trello: A duo that makes your tasks feel effortless!

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Create Trello lists from new Xero contacts

Transform your workflow with Xero & Trello leading the way.

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Generate purchase orders in Inflow from new Xero bills

Reimagine productivity with Xero and Inflow in your toolkit.

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About Pipedrive

Pipedrive is a sales-focused customer relationship management (CRM) software that's designed for sales teams to visually manage leads, track sales activities, and close deals. It features robust task management, reporting, and lead generation tools like LeadBooster on a Kanban-style board to track sales progress.
Learn more

About Xero

Xero is a cloud-based accounting software for small and medium-sized businesses to handle invoicing, bank reconciliation, financial reporting, and cash flow management. Xero allows users to track expenses, generate reports, and monitor financial performance from anywhere via a laptop or smartphone.
Learn more