Pipedrive + Xero

Update Pipedrive deals when new Xero quotes are created

Keep your sales process running smoothly by connecting Xero and Pipedrive with this workflow. Whenever a new quote is created in Xero, this automation will update the corresponding deal in Pipedrive, ensuring that your team always has the latest information. Save time and stay organized by streamlining your sales and finance data with this seamless integration.

Keep your sales process running smoothly by connecting Xero and Pipedrive with this workflow. Whenever a new quote is created in Xero, this automation will update the corresponding deal in Pipedrive, ensuring that your team always has the latest information. Save time and stay organized by streamlining your sales and finance data with this seamless integration.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • 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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