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Set up your first integration
Quickly connect Pipedrive to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects Pipedrive and Xero, automating your workflow.
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Frequently Asked Questions about Pipedrive + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Xero
What are the prerequisites for integrating Pipedrive with Xero?
To integrate Pipedrive with Xero, you'll need active accounts on both platforms. Additionally, ensure that you have administrative privileges to authorize the connection through our service. Our integration supports common triggers like "New Deal in Pipedrive" or "New Invoice in Xero" to streamline your processes.
How do I handle currency mismatches during integration between Pipedrive and Xero?
We match currencies based on settings in both applications. Ensure that the currencies in Pipedrive and Xero correspond accurately. If a currency does not align, an error will be displayed. We recommend pre-setting all expected currencies within both platforms before initiating synchronization.
Can I automate invoice creation from deals in Pipedrive to Xero?
Yes, you can automate invoice creation by setting up a trigger-action pair where a "Won Deal" trigger in Pipedrive automatically generates an invoice in Xero. This ensures a seamless transition from sales to account management.
How often does data sync between Pipedrive and Xero when integrated?
The sync frequency depends on the specific triggers and actions you configure. For real-time updates, choose immediate trigger events such as "New Contact Added" in Pipedrive linked to "Create Customer" in Xero, ensuring data is reflected without delay.
What types of field mappings are possible between Pipedrive and Xero?
Our integration supports extensive field mapping options allowing comprehensive alignment of data fields across platforms. You can map standard fields like customer information and deal values, as well as custom fields created within your accounts.
Are there limitations on data types that can be transferred between Pipedrive and Xero?
Most standard data types such as text fields, numerical figures, dates, and currency values are fully transferable. However, complex custom objects or unsupported formats may need additional configuration or may not sync optimally between systems.
Is it possible to update records automatically if changes occur after initial synchronization between Pipedrive and Xero?
Yes, our integration allows for records to be updated automatically if modifications occur post-syncing through specific actions like "Update Contact" triggered by changes detected in either platform.
Practical ways you can use Pipedrive and Xero
Sync new deals to Xero invoices.
Zapier simplifies bookkeeping for business owners by automating the creation of invoices in Xero whenever a new deal is marked as won in Pipedrive. This ensures revenue is promptly and accurately recorded, cutting down on manual data entry and potential errors.
Business OwnerLog financial details in Xero with automated activity updates.
Zapier enables IT teams to automate routine updates by transferring specific activity details from Pipedrive to Xero. This maintains accurate records and provides a centralized view of financial data, reducing administrative burden.
ITTrack marketing leads as Xero contacts.
For marketers, Zapier helps bridge the gap between sales and accounting by automatically creating new contacts in Xero whenever a new lead is added in Pipedrive. This keeps records consistent and prepares contacts for future billing, ensuring smoother workflows.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NoteRequired
Try ItTriggerPolling- Activity filterRequired
Try ItTriggerPolling