Skip to content
  • Pipedrive logoPipedrive logo
  • Xero logoXero logo

Pipedrive + Xero

Create or update Xero contacts when new Pipedrive deals happen

When a new deal is created in Pipedrive, keep your Xero contacts up to date with this seamless workflow. This automation will create or update a contact in Xero, ensuring your financial records remain accurate and organized. Save time and effort by streamlining your sales and accounting processes.

When a new deal is created in Pipedrive, keep your Xero contacts up to date with this seamless workflow. This automation will create or update a contact in Xero, ensuring your financial records remain accurate and organized. Save time and effort by streamlining your sales and accounting processes.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

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

    Triggers when you add a new contact.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

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