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Pipedrive + Xero

Pipedrive + Xero

Pipedrive + Xero integrations

Create or update Xero contacts when new Pipedrive deals happen

When a new deal is created in Pipedrive, keep your Xero contacts up to date with this seamless workflow. This automation will create or update a contact in Xero, ensuring your financial records remain accurate and organized. Save time and effort by streamlining your sales and accounting processes.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create/Update Contact
    Create/Update Contact
    Create/Update ContactTriggers when you add a new contact.
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More things you can do with Pipedrive and Xero

Discover other triggers and actions you can use with Pipedrive and Xero

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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.
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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.
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