Pipedrive + Xero

Create Pipedrive persons from new Xero contacts

Streamline your sales process by connecting Xero and Pipedrive with this efficient workflow. When a new contact is added in Xero, a person will be created in Pipedrive, ensuring your CRM is always up to date with the latest information. This automation saves you time and keeps your customer data consistent across platforms.

Streamline your sales process by connecting Xero and Pipedrive with this efficient workflow. When a new contact is added in Xero, a person will be created in Pipedrive, ensuring your CRM is always up to date with the latest information. This automation saves you time and keeps your customer data consistent across platforms.

  1. When this happens...
    XeroXero
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Project State

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    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 more

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 more

Related categories

  • Accounting

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