Overview

Installation

Connect Xero account

Choose Subscription Plans

Invoice/Quote Rules

Customer Search Rules

Product Search Rules

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Order Settings

Get the Most Out of the App

Explore App Features

Data Flow between Xero and Pipedrive

FAQs - Frequently Asked Questions

Need help? Let's talk

Need help? Let's talk

Need help? Let's talk

Pipedrive Xero

Getting the Most Out of the App

Explore App Features

Explore App Features

Discover the new features designed to automate billing and streamline your Pipedrive to Xero integration.

Instant Deal-to-Invoice or Quote Creation in Pipedrive

Automatically generate Xero invoices or quotes as your Pipedrive deals move forward. Save time, reduce manual work, and stay updated with real-time sync and status tracking.


Instant Deal-to-Invoice or Quote Creation in Pipedrive

Automatically generate Xero invoices or quotes as your Pipedrive deals move forward. Save time, reduce manual work, and stay updated with real-time sync and status tracking.


Instant Deal-to-Invoice or Quote Creation in Pipedrive

Automatically generate Xero invoices or quotes as your Pipedrive deals move forward. Save time, reduce manual work, and stay updated with real-time sync and status tracking.


View Real-Time Xero Invoice Data in Pipedrive

Access up-to-date invoice details from Xero directly within Pipedrive. Make informed decisions faster without switching platforms.


View Real-Time Xero Invoice Data in Pipedrive

Access up-to-date invoice details from Xero directly within Pipedrive. Make informed decisions faster without switching platforms.


View Real-Time Xero Invoice Data in Pipedrive

Access up-to-date invoice details from Xero directly within Pipedrive. Make informed decisions faster without switching platforms.


Easily Retry Failed Syncs in Pipedrive

Quickly recover from unsuccessful Xero syncs with one-click replay—keeping your data accurate and your workflow smooth.


Easily Retry Failed Syncs in Pipedrive

Quickly recover from unsuccessful Xero syncs with one-click replay—keeping your data accurate and your workflow smooth.


Easily Retry Failed Syncs in Pipedrive

Quickly recover from unsuccessful Xero syncs with one-click replay—keeping your data accurate and your workflow smooth.


support@cloudify.biz