Xero Integration

Xero Integration

Xero Integration

Convert deals into Xero invoices and track revenue in Pipedrive. Avoid errors, save time, and automate invoicing with Pipedrive Xero integration.

Integration Overview

Integration Overview

Integration Overview

Features

✓ Automatic Deal to Invoice/Quote Creation

✓ Financial Metrics

✓ Replay Unsuccessful Integrations

✓ Manual Company Creation

Key Business Benefits

Key Business Benefits

Key Business Benefits

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

Integration Features

Integration Features

Integration Features

Generation of Automatic Deal-to-Invoice or Quote

Quickly convert Pipedrive deals into invoices or quotes with real-time status updates in deal notes, reducing accounting dependencies and boosting sales efficiency.

Financial Metrics

View Xero invoice details in Pipedrive

Replay Failed Syncs

The Replay feature in deal notes makes sure every Xero invoice is created, keeping your sales running smoothly.

FAQ

FAQ

FAQ

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

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.


Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

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.

Total installs

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

/monthly

  • 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

/monthly

  • Unlimited manual organisation sync

  • Unlimited organisation financial data update from Xero

  • Create invoices/quotes and products from Pipedrive to Xero @ $1 per sync

  • Replay failed sync from Pipedrive activity log

  • Custom rules and mapping for creating companies, products and invoices/quotes in 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

Modern and intelligent business process automation and integration platform to connect your enterprise.

Modern and intelligent business process automation and integration platform to connect your enterprise.

Modern and intelligent business process automation and integration platform to connect your enterprise.