Xero
Xero
Xero
Convert deals into Xero invoices and track revenue in Pipedrive. Avoid errors, save time, and automate invoicing with Pipedrive Xero integration.
Convert deals into Xero invoices and track revenue in Pipedrive. Avoid errors, save time, and automate invoicing with Pipedrive Xero integration.
Perfect for:
Perfect for:
Finance Managers streamlining billing processes
Finance Managers streamlining billing processes
Integration features
Integration features
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.
Quickly convert Pipedrive deals into invoices or quotes with real-time status updates in deal notes, reducing accounting dependencies and boosting sales efficiency.
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.
Create, update and customize Xero invoices from any stage of a Pipedrive Deal with flexible options for managing line items, taxes, and accounts.
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.
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.
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.
Pricing
Pricing
Pricing
Simple Pricing, Powerful Features
Simple Pricing, Powerful Features
Trial
Free 15 trial syncs
0$
/month
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
$15
/month
Unlimited manual company sync
Unlimited company financial data update from Xero
Custom rules and mapping for creating customers in Xero
Premium
$30
/month
Create invoices/quotes and products from Pipedrive deal to Xero @ $0.15 per sync (one sync = one successful invoice/quote created by the app)
Unlimited manual company sync
Unlimited company financial data update from Xero
Replay failed sync from Pipedrive deal-history log
Custom
Get a quote
One-time setup fee as applicable
Monthly fee based on the transactions
Integration built as per your business flows and requirements
Dedicated support for implementation
Trial
Free 15 trial syncs
0$
/month
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
$15
/month
Unlimited manual company sync
Unlimited company financial data update from Xero
Custom rules and mapping for creating customers in Xero
Premium
$30
/month
Create invoices/quotes and products from Pipedrive deal to Xero @ $0.15 per sync (one sync = one successful invoice/quote created by the app)
Unlimited manual company sync
Unlimited company financial data update from Xero
Replay failed sync from Pipedrive deal-history log
Custom
Get a quote
One-time setup fee as applicable
Monthly fee based on the transactions
Integration built as per your business flows and requirements
Dedicated support for implementation
Trial
Free 15 trial syncs
0$
/month
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
$15
/month
Unlimited manual company sync
Unlimited company financial data update from Xero
Custom rules and mapping for creating customers in Xero
Premium
$30
/month
Create invoices/quotes and products from Pipedrive deal to Xero @ $0.15 per sync (one sync = one successful invoice/quote created by the app)
Unlimited manual company sync
Unlimited company financial data update from Xero
Replay failed sync from Pipedrive deal-history log
Custom
Get a quote
One-time setup fee as applicable
Monthly fee based on the transactions
Integration built as per your business flows and requirements
Dedicated support for implementation
FAQ
FAQ
FAQ
Here are the answers to your questions
Here are the answers to your questions
After reading this section, if you still has questions,
feel free to contact us however you want.
After reading this section, if you still has questions,
feel free to contact us however you want.
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
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
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.
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.
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.
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.
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.
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.
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.
Implementation
Implementation
Implementation