Xero Integration - Cloudify

Pipedrive

Xero

Accounting

The Xero-Pipedrive Integration syncs data in real time, automates invoicing, and offers flexible mappings with a replay option.

Get the app

Starting from 99 DKK

Free 15 credits available

Integrations

ERP

Accounting

Company records

Contact management

Deals

Subscription includes

Free updates

Free customer support (Danish and English)

Support

Documentation

Get Support

Requirements

This integration requires one of the HubSpot plans Starter, Professional, or Enterprise.
The Visma e-conomic app requires access to the following permissions on your HubSpot account
Cloudify Subscription

Overview

Are you frustrated with manual data entry between sales and finance? The Xero Integration connects Pipedrive and Xero, allowing you to create companies, contacts, products, and invoices/quotes directly from Pipedrive. It also gives real-time access to customer revenue data and lets you resolve invoice or quote creation issues by updating and retrying automation. Simplify your process and improve efficiency.

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.

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.

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.

Better Sync Status Log

Track every transaction in Pipedrive's deal activity log with sync status updates. Successful integrations include an xero invoice copy, ensuring seamless sales and billing management.

Better Sync Status Log

Track every transaction in Pipedrive's deal activity log with sync status updates. Successful integrations include an xero invoice copy, ensuring seamless sales and billing management.

Better Sync Status Log

Track every transaction in Pipedrive's deal activity log with sync status updates. Successful integrations include an xero invoice copy, ensuring seamless sales and billing management.

FAQ

What is Xero Integration, and what is it used for?

Xero Integration helps you generate invoices in Xero right from a deal in Pipedrive. This app streamlines organisation, product, contact, and invoice/quote creation straight from Pipedrive deals and integrates enhanced functionalities like updated organisation financial data in Pipedrive from Xero Integration. Advantages include real-time data updates, a replay option for failed syncs, flexible field mappings and tailored sync rules.

What is Xero Integration, and what is it used for?

How much do I have to pay for Xero Integration?

I need a custom integration plan that fits my business requirements. Do you provide that?

Why is CRM important for accounting integration?

Related products

Xero

The Xero-Pipedrive Integration syncs data in real time, automates invoicing, and offers flexible mappings with a replay option.

More details

Visma e-conomic

Streamline sales with Cloudify's Visma e-conomic integration on Pipedrive, automating invoicing and syncing sales history.

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Fortnox

Streamline invoicing with Fortnox-Pipedrive Integration for real-time deal conversion, data synchronization, and seamless sales-to-accounting workflows.

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Get the app

Starts from $15 /month

Free 15 credits available

Latest Update

04.02.2025

Active Installs

Subscription includes

Free updates

Unlimited manual company sync

Company financial data sync

Free customer support (Danish and English)

Support

Setup Guide

Feature requests

Get Support

Requirements

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

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

Let's get started

Book A Consultation

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

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

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

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

Let's get started

Book A Consultation

Terms & Conditions