Free Google Ads Zaps through December 31. Learn more.

Pipedrive + Xero Integrations

How to connect Pipedrive + Xero

Zapier lets you send info between Pipedrive and Xero automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Start free with email

Start free with Google

Start free with email

Start free with Google

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

Discover your first Zap

Quickly automate Pipedrive and Xero workflows with Zapier's templates

Our most popular Zap! arrow pointing down

Create Xero invoices when new Pipedrive deals reach certain stages

Premium

Details

Try it

Create or update Xero contacts when new people are added in Pipedrive

Premium

Details

Try it

Create new Pipedrive deals from Xero quotes

Premium

Details

Try it

Update Xero contacts when Pipedrive persons are updated to maintain accurate data

Premium

Details

Try it

Create or update Xero contacts when new Pipedrive deals happen

Premium

Details

Try it

Create and send Xero sales invoices by email for new Pipedrive deals

Premium

Details

Try it

Create Xero invoices when new Pipedrive deals reach certain stages

Premium

Details

Try it

Create or update Xero contacts when new people are added in Pipedrive

Premium

Details

Try it

Create new Pipedrive deals from Xero quotes

Premium

Details

Try it

Update Xero contacts when Pipedrive persons are updated to maintain accurate data

Premium

Details

Try it

Create or update Xero contacts when new Pipedrive deals happen

Premium

Details

Try it

Create and send Xero sales invoices by email for new Pipedrive deals

Premium

Details

Try it

Send sales invoices by email in Xero when deal stages are updated in Pipedrive
Premium
Details
Try it
Pipedrive + Xero
Update Pipedrive deals when new Xero quotes are created
Premium
Details
Try it
Xero + Pipedrive
Create sales invoices in Xero for new deals in Pipedrive
Premium
Details
Try it
Pipedrive + Xero
Create notes in Pipedrive for new Xero payments
Premium
Details
Try it
Xero + Pipedrive
Create notes in Pipedrive for new bills in Xero
Premium
Details
Try it
Xero + Pipedrive
Create activities in Pipedrive for new bills in Xero
Premium
Details
Try it
Xero + Pipedrive
Create notes in Pipedrive for new quotes in Xero
Premium
Details
Try it
Xero + Pipedrive
Create Pipedrive persons from new Xero contacts
Premium
Details
Try it
Xero + Pipedrive
Create Pipedrive deals for new Xero sales invoices
Premium
Details
Try it
Xero + Pipedrive

Send sales invoices by email in Xero when deal stages are updated in Pipedrive

Premium

Details

Try it

Pipedrive + Xero

Update Pipedrive deals when new Xero quotes are created

Premium

Details

Try it

Xero + Pipedrive

Create sales invoices in Xero for new deals in Pipedrive

Premium

Details

Try it

Pipedrive + Xero

Create notes in Pipedrive for new Xero payments

Premium

Details

Try it

Xero + Pipedrive

Create notes in Pipedrive for new bills in Xero

Premium

Details

Try it

Xero + Pipedrive

Create activities in Pipedrive for new bills in Xero

Premium

Details

Try it

Xero + Pipedrive

Create notes in Pipedrive for new quotes in Xero

Premium

Details

Try it

Xero + Pipedrive

Create Pipedrive persons from new Xero contacts

Premium

Details

Try it

Xero + Pipedrive

Create Pipedrive deals for new Xero sales invoices

Premium

Details

Try it

Xero + Pipedrive

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It

- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Pipeline
- Stage
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Is Done?
- Subject
- Assign To
- Deal
- Person
- Due Date and Time
- Duration
- Note
- Type
- Organization
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Pipeline
- Stage
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
- Status
Trigger
Scheduled
Try It
- Payment Type
Trigger
Scheduled
Try It
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
Try It
- InvoiceRequired
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
Action
Write
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
Action
Write
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Url
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
- Tracking
Action
Write
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ByRequired
Action
Search

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Updated Person
Triggers when an existing person is updated.
Trigger
Scheduled
Try It
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Is done?
- Type
- Due Date and Time
- Duration
- Note
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- Welcome
Action
Write
- SubjectRequired
- Assigned To
- Type
- Filter
- Status
Action
Search
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Due Date and Time
- Duration
- Note
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Quote Status
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write

Pipedrive + Xero Integrations

How to connect Pipedrive + Xero

Create Xero invoices when new Pipedrive deals reach certain stages

Create or update Xero contacts when new people are added in Pipedrive

Create new Pipedrive deals from Xero quotes

Update Xero contacts when Pipedrive persons are updated to maintain accurate data

Create or update Xero contacts when new Pipedrive deals happen

Create and send Xero sales invoices by email for new Pipedrive deals

Create Xero invoices when new Pipedrive deals reach certain stages

Create or update Xero contacts when new people are added in Pipedrive

Create new Pipedrive deals from Xero quotes

Update Xero contacts when Pipedrive persons are updated to maintain accurate data

Create or update Xero contacts when new Pipedrive deals happen

Create and send Xero sales invoices by email for new Pipedrive deals

Send sales invoices by email in Xero when deal stages are updated in Pipedrive

Update Pipedrive deals when new Xero quotes are created

Create sales invoices in Xero for new deals in Pipedrive

Create notes in Pipedrive for new Xero payments

Create notes in Pipedrive for new bills in Xero

Create activities in Pipedrive for new bills in Xero

Create notes in Pipedrive for new quotes in Xero

Create Pipedrive persons from new Xero contacts

Create Pipedrive deals for new Xero sales invoices

Send sales invoices by email in Xero when deal stages are updated in Pipedrive

Update Pipedrive deals when new Xero quotes are created

Create sales invoices in Xero for new deals in Pipedrive

Create notes in Pipedrive for new Xero payments

Create notes in Pipedrive for new bills in Xero

Create activities in Pipedrive for new bills in Xero

Create notes in Pipedrive for new quotes in Xero

Create Pipedrive persons from new Xero contacts

Create Pipedrive deals for new Xero sales invoices

Connect your apps and automate workflows

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Product to Deal

DealRequired

ProductRequired

PriceRequired

QuantityRequired

Discount

Discount Type

Comments

Is enabled?

Tax Method

Tax Percentage

Create Deal

TitleRequired

Creation Date

Status

Pipeline

Stage

Owner

Organization

Person

Probability

Expected Close Date

Value

Currency

Add Follower

FollowerRequired

What to add follower to?Required

Create Note

ContentRequired

Deal

Pin note on specified deal?

Person

Pin note on specified person?

Organization

Pin note on specified organization?

Lead

Pin note on specified lead?

Create Person

NameRequired