Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Zendesk Sell

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Agile CRM

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.

Use Zapier with Pipedrive to automatically capture information from other apps you use and send them directly to Pipedrive. Or the other way around: Enable Pipedrive to send out signals as you work through your pipelines so information in your other apps stays up to date. By not having to manually update your CRM, you can focus on closing more deals and building more connections.

Here are some creative ways to use Pipedrive and Zapier:

 Create a fully automated workflow without writing any code. Use Zapier to capture new Typeform submitters as Pipedrive contacts, subscribe them to your MailChimp list, and send out a personalized welcome email via Gmail.

 Reporting made easy: Add Pipedrive deals reaching certain stages to a Google Sheets spreadsheet.

 Add new Pipedrive contacts to Google Contacts, so you know which client is calling you on your Android phone.

Pipedrive

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

QuickBooks Online

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing. 

FreeAgent

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Wave

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

FreshBooks New

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.

Use Xero with Zapier to take the repetitive, manual tasks out of accounting work. When events happen in other apps—like new orders created in Stripe—Zapier can automatically create invoices and update customer info in Xero. And when there are new bills or payments in Xero, you can set up Zapier integrations to send out emails, update your CRM, or perform thousands of other actions within the 1,000+ supported apps.

Here are some creative ways to use Xero with Zapier:

 Save hours by putting invoice creation on autopilot. Use Zapier to create Xero invoices when new payments are received in Stripe or PayPal or when leads reach a particular stage in Pipedrive.

 Help your team stay in the loop by sending a monthly, weekly, or daily digest of Xero sales invoices through Gmail or Slack.

 Use Zapier to connect Typeform, Google Forms, or other form apps to Xero, and automatically create contacts when someone submits a form entry.

Xero

Time to invoice your customer? We'll get it done for you the moment those deals evolve if you set up this automation. From then on, every time you move a new deal to your chosen stage on Pipedrive, we'll copy that information into Xero as well, creating a new invoice for the matching customer with all the details you need from your deal. 

How this Pipedrive-Xero integration works

A new deal is moved to a stage on a Pipedrive pipeline

Zapier automatically creates a new invoice for it on Xero

Pipedrive

Xero

Pipedrive

Xero

Create Xero invoices when new Pipedrive deals reach certain stages

How this Pipedrive-Xero integration works

Apps involved

Connect Pipedrive + Xero in Minutes

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