Pipedrive + Xero

Create new Pipedrive deals from Xero quotes

Effortlessly manage your sales process when new quotes are generated in Xero by creating corresponding deals in your Pipedrive account with this streamlined workflow. As soon as a quote is created in Xero, a deal will be added to Pipedrive, ensuring all your important sales data is organized and easily accessible. Stay on top of your sales pipeline and eliminate manual data entry by automating this essential task.

Effortlessly manage your sales process when new quotes are generated in Xero by creating corresponding deals in your Pipedrive account with this streamlined workflow. As soon as a quote is created in Xero, a deal will be added to Pipedrive, ensuring all your important sales data is organized and easily accessible. Stay on top of your sales pipeline and eliminate manual data entry by automating this essential task.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn moreHelp

Related categories

  • Accounting

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