Finance Managers streamlining billing processes
Automatic Deal-to-Invoice/Order Creation: Save Time & Money
Quickly convert Pipedrive deals into invoices or quotes with real-time status updates in deal notes, reducing accounting dependencies and boosting sales efficiency.
One-click Invoice
Create, update and customize Xero invoices from any stage of a Pipedrive Deal with flexible options for managing line items, taxes, and accounts.
Replay Failed Syncs
The Replay feature in deal notes ensures that every Xero invoice is created successfully, helping to keep your sales process running smoothly by recovering from any failed integrations.
FAQ
What exactly does this integration do?
This integration helps you:
Convert your Pipedrive deals into Xero invoices or quotes
Synchronize your Pipedrive and Xero product and customer data
View financial information directly in Pipedrive
Customize invoice/quote details including taxes and discountsTrack sync status in your deal activities
Can I set up the integration myself?
Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.
I need a custom integration plan that fits my business requirements. Do you provide that?
We provide custom integration plans that include a one-time setup fee as applicable and a monthly fee based on the transactions. The integration will be built based on your business flows and requirements. Furthermore, you will have dedicated support for implementation.
How do I control when invoices/quotes are created?
You can configure which deal stages trigger invoice/quote creation in the app settings. This allows you to precisely control at which stages of your process the documents are generated.
