Skip to content
  • Pipedrive logoPipedrive logo
  • Xero logoXero logo

Pipedrive + Xero

Create Pipedrive deals for new Xero sales invoices

Effortlessly keep track of your sales invoices and deals with this seamless workflow between Xero and Pipedrive. Whenever a new sales invoice is created in Xero, a corresponding deal will be generated in Pipedrive, ensuring that your sales pipeline stays up-to-date and organized. This time-saving automation allows you to focus on closing deals and growing your business.

Effortlessly keep track of your sales invoices and deals with this seamless workflow between Xero and Pipedrive. Whenever a new sales invoice is created in Xero, a corresponding deal will be generated in Pipedrive, ensuring that your sales pipeline stays up-to-date and organized. This time-saving automation allows you to focus on closing deals and growing your business.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when a new Sales Invoice (Accounts Receivable) is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

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

Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    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