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  • Xero logoXero logo

Pipedrive + Xero

Create new Pipedrive persons from new or updated Xero contacts

Streamline your sales process with this efficient workflow. Whenever a new or updated contact appears in Xero, it directly creates a person in Pipedrive. This time-saving process ensures all your contacts are up-to-date across both platforms, optimizing your customer management and ensuring no potential leads slip through the cracks.

Streamline your sales process with this efficient workflow. Whenever a new or updated contact appears in Xero, it directly creates a person in Pipedrive. This time-saving process ensures all your contacts are up-to-date across both platforms, optimizing your customer management and ensuring no potential leads slip through the cracks.

  1. When this happens...
    XeroXero
    New Contact

    Triggers when you add a new contact.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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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
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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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