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  • Xero logoXero logo

Pipedrive + Xero

Update Pipedrive persons whenever new Xero contacts are created

Ensure your sales efforts are always up-to-date with this efficient workflow. When a new contact is added in Xero, it updates the corresponding person's information in Pipedrive. This automation makes sure your team always has the latest information at their fingertips, eliminating manual data entry and keeping your focus where it's needed most - on your customers.

Ensure your sales efforts are always up-to-date with this efficient workflow. When a new contact is added in Xero, it updates the corresponding person's information in Pipedrive. This automation makes sure your team always has the latest information at their fingertips, eliminating manual data entry and keeping your focus where it's needed most - on your customers.

  1. When this happens...
    XeroXero
    New Contact

    Triggers when you add a new contact.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Update Person

    Updates an existing person.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Project State

    Trigger
    Polling
    Try It
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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.
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.

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