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  • Xero logoXero logo

Pipedrive + Xero

Update Xero contacts when Pipedrive persons are updated to maintain accurate data

Keep your contacts up-to-date across Pipedrive and Xero with this seamless workflow. Whenever a person is updated in Pipedrive, the automation will create or update the corresponding contact in Xero, ensuring your contact information stays accurate and consistent across both platforms. This saves time and reduces the risk of errors when managing your customer data.

Keep your contacts up-to-date across Pipedrive and Xero with this seamless workflow. Whenever a person is updated in Pipedrive, the automation will create or update the corresponding contact in Xero, ensuring your contact information stays accurate and consistent across both platforms. This saves time and reduces the risk of errors when managing your customer data.

  1. When this happens...
    PipedrivePipedrive
    Updated Person

    Triggers when an existing person is updated.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories

Triggers & Actions