Explore App Features - Pipedrive Xero

Installation

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Quote Settings

One-click Invoices/Quotes

Advanced Features

Explore App Features

FAQs - Frequently Asked Questions

Pipedrive Xero

Getting the Most Out of the App

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 replay feature. Seamlessly customize Xero invoices or quotes directly from Pipedrive Deals with full control over taxes, amounts, discounts, and products.

Easily Retry Failed Syncs in Pipedrive

Easily Retry Failed Syncs in Pipedrive

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