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  • Pipedrive logoPipedrive logo
  • Xero logoXero logo

Pipedrive + Xero

Create new Xero quote drafts from new Pipedrive deals

Manage your business workflow with ease. Once a new deal is initiated in Pipedrive, this automation generates a new quote draft in Xero instantly. This saves you time on data transfer and allows you to focus on securing more deals while keeping your accounting records updated. Simplify your workflow and enhance productivity with this seamless connection between Pipedrive and Xero.

Manage your business workflow with ease. Once a new deal is initiated in Pipedrive, this automation generates a new quote draft in Xero instantly. This saves you time on data transfer and allows you to focus on securing more deals while keeping your accounting records updated. Simplify your workflow and enhance productivity with this seamless connection between Pipedrive and Xero.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create New Quote Draft

    Creates a new quote draft.

    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