Pipedrive + Xero + Mailchimp Integrations
How to connect Pipedrive + Xero + Mailchimp
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Do even more with Pipedrive + Xero + Mailchimp
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipedrive, Xero, and Mailchimp. And don’t forget that you can add more apps and actions to create complex workflows.
New ActivityTriggers when a new activity is created.Trigger- Activity Matching FilterTriggers when an activity matches a Pipedrive filter.Trigger
- New DealTriggers when a new deal is created.Trigger
- Deal Matching FilterTriggers when a deal matches a Pipedrive filter.Trigger
- New LeadTriggers when a Lead is created.Trigger
- New NoteTriggers when a new note is created.Trigger
- New OrganizationTriggers when a new organization is created.Trigger
- Organization Matching FilterTriggers when an organization matches a Pipedrive filter.Trigger
- Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
- Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
- Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
- Pipedrive
Adds a product to a deal.
Scheduled
Action
- Pipedrive
Creates a new activity.
Scheduled
Action
- Pipedrive
Creates a new deal.
Scheduled
Action
- Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
- Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
- Pipedrive
Creates a new lead.
Scheduled
Action
- Pipedrive
Creates a new note.
Scheduled
Action
- Pipedrive
Creates a new organization.
Scheduled
Action
- Pipedrive
Creates a new person.
Scheduled
Action
- Pipedrive
Creates a new product.
Scheduled
Action
- Pipedrive
Updates an existing activity.
Scheduled
Action
- Pipedrive
Updates an existing deal.
Scheduled
Action
- Pipedrive
Updates an existing lead.
Scheduled
Action
- Pipedrive
Updates an existing organization.
Scheduled
Action
- Pipedrive
Updates an existing person.
Scheduled
Action
- Pipedrive
Finds an activity by subject.
Scheduled
Action
- Pipedrive
Finds a deal by name.
Scheduled
Action
- Pipedrive
Finds a lead by title or field value.
Scheduled
Action
- Pipedrive
Finds an organization.
Scheduled
Action
- Pipedrive
Finds a person.
Scheduled
Action
- Pipedrive
Finds a product by name.
Scheduled
Action
- Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
- Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
- Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a lead by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
- Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
- Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
- Xero
Triggers when you add a new contact.
Scheduled
Trigger
- Xero
Triggers when you receive a new payment.
Scheduled
Trigger
- Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
- Xero
Triggers when a new quote is created.
Scheduled
Trigger
- Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
- Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
- Mailchimp
Triggers when a new campaign is created or sent.
Scheduled
Trigger
- Mailchimp
Triggers when a recipient opens an e-mail in a specific campaign.
Scheduled
Trigger
- Mailchimp
Triggers when a recipient clicks a pre-specified link in your campaign.
Scheduled
Trigger
- Mailchimp
Triggers when a new audience is added to your MailChimp accounts.
Scheduled
Trigger
- Mailchimp
Triggers when a new customer is added to a selected store.
Scheduled
Trigger
- Mailchimp
Triggers when a new subscriber is added to an audience.
Instant
Trigger
- Mailchimp
Triggers when a new order is created.
Scheduled
Trigger
- Mailchimp
Triggers when any current subscriber unsubscribes from an audience.
Instant
Trigger
- Mailchimp
Triggers when a subscriber is added to a segment or tag within an audience.
Scheduled
Trigger
- Mailchimp
Triggers when a subscriber is added or updated in an audience.
Instant
Trigger
- Mailchimp
Creates a campaign draft.
Scheduled
Action
- Mailchimp
Creates a new tag.
Scheduled
Action
- Mailchimp
Creates a custom event for an existing subscriber.
Scheduled
Action
- Mailchimp
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
Scheduled
Action
- Mailchimp
Unsubscribe an email address from an audience of your choosing.
Scheduled
Action
- Mailchimp
Removes an existing subscriber by email address from a tag within an audience. Note: the email address
Scheduled
Action
- Mailchimp
Sends a campaign draft. PLEASE NOTE: This action sends an email to
Scheduled
Action
- Mailchimp
Adds a new note to an existing subscriber.
Scheduled
Action
- Mailchimp
Add an email address to a tag within an audience. Note: the email address
Scheduled
Action
- Mailchimp
Finds an existing campaign.
Scheduled
Action
- Mailchimp
Finds a customer by an email address.
Scheduled
Action
- Mailchimp
Find a tag.
Scheduled
Action
- Mailchimp
Searches for a new subscriber on your MailChimp audience.
Scheduled
Action
- Mailchimp
Finds an existing campaign.
Scheduled
Action
- Mailchimp
Find or Create Tag
Scheduled
Action
- Mailchimp
Searches for a new subscriber on your MailChimp audience.
Scheduled
Action
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How Pipedrive + Xero + Mailchimp Integrations Work
- Step 1: Authenticate Pipedrive, Xero, and Mailchimp.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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