Simplify accounting with Pipedrive and Xero integration, enabling automated invoicing, real-time updates, and a smoother sales process.
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.
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
Testimonials
Pipedrive
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
