Simplify accounting with Pipedrive and Xero integration, enabling automated invoicing, real-time updates, and a smoother sales process.
Integration Overview
Overview
Introducing Xero Integration by Cloudify, your ultimate solution for seamless synchronisation between sales and accounting! Imagine the efficiency when every deal closed on Pipedrive automatically generates an invoice in Xero—Xero Integration makes this a reality. This robust app automatically facilitates the creation of organisations, people, products, and invoices/quotes directly from Pipedrive deals. It provides real-time access to customer revenue information and transaction logs in Pipedrive, enhancing transparency across your teams.
Key Business Benefits
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.
Sales Overview
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.
The Replay feature in deal notes makes sure every Xero invoice is created, keeping your sales running smoothly.
Replay Unsuccessful Integrations
FAQ
PRICING PLANS
