Convert deals into Xero invoices and track revenue in Pipedrive. Avoid errors, save time, and automate invoicing with Pipedrive Xero integration.
Features
✔ Automatic Deal to Invoice/Quote Creation
✔ Financial Metrics
✔ Replay Unsuccessful Integrations
✔ One-Click option to manually generate and review invoices irrespective of the deal stage
Eliminate Manual Work
● No double data entry between systems
● Automated organization/person, product and invoice/quote creation
Real-time financial data syncing
● View booked-invoice data directly in Pipedrive contacts
● Stay Informed and in control
Fix failed syncs with "Replay" option
● Update deals and re-sync to reflect changes
● Instant notifications for sync actions in deal activities
Start with Free Expert Onboarding
● Personalized setup for your Pipedrive account
● Custom guidance for your specific needs
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.
Testimonials
Shyla
The setup was so smooth, even our non-tech teams could do it.
Karmandu
Helps us scale without scaling the manual effort.
Josephs
We got back hours every week. It's like having an extra team member.
Xero
Total installs
420+
Pricing
Cloudify subscriptions:
Pricing
Trial
15 free syncs to try the integration
Trial
Create customers, products, and invoices/quotes from Pipedrive to Xero
Sync and update customers' financial data in Pipedrive
Custom rules and mapping for creating customers and invoices in Xero
Replay failed sync from Pipedrive deal notes
Basic
Unlimited Customer Sync and Financial Data Updates
$15
/month
Unlimited manual organisation sync
Unlimited organisation financial data update from Xero
Custom rules and mapping for creating customers in Xero
Premium
Comprehensive Customer, Products and Invoice Sync with Finanical Data Update
$30
/month +($0.15 per invoice)
Create invoices/quotes and products from Pipedrive to Xero @ $0.15 per invoice/quote
Replay failed sync from Pipedrive activity log
Custom rules and mapping for creating companies, products and invoices/quotes in Xero
Unlimited manual organisation sync
Unlimited organisation financial data update from Xero
Custom
Custom plan tailored to suit your business needs
One-time setup fee as applicable
Monthly fee based on the transactions
Integration build as per your business flows and requirements
Dedicated support for implementation
Please contact us for an exact quote
