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Pipedrive + Xero

Update contacts in Xero when deal stages are updated in Pipedrive

Stay on top of your business pipelines and financial records with this efficient workflow. Whenever you update a deal stage in Pipedrive, it instantly creates or updates a contact in Xero. This way, you ensure your customer information stays consistent across different platforms, eliminating manual data entry and aiding you in timely decision-making. Enhance your productivity and keep things organized with this seamless integration between Pipedrive and Xero.

Stay on top of your business pipelines and financial records with this efficient workflow. Whenever you update a deal stage in Pipedrive, it instantly creates or updates a contact in Xero. This way, you ensure your customer information stays consistent across different platforms, eliminating manual data entry and aiding you in timely decision-making. Enhance your productivity and keep things organized with this seamless integration between Pipedrive and Xero.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage 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
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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.

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