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Zapier makes it easy to integrate Pipedrive with Xero - no code necessary. See how you can get setup in minutes.
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Pipedrive
Pipedrive
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Pipedrive
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects Pipedrive and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Organization
Required
Credit Note ID
Required
Invoice ID
Required
Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
From Account
Required
To Account
Required
Amount
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Code
Required
Name
Required
Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Type
Required
Contact
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Contact_account_number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact_tax_number
Bank Account Number
Contact Number
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Number
Reference
Sent_to_contact
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Project Name
Required
Deadline for the project
Project Estimate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Repeated Invoice Schedule
Invoice Creation: Frequency Type
Required
Invoice Creation: Frequency (Period)
Required
Due Date Type: Payment Terms
Required
Set Due Dates (Days)
Required
Start Date:
Required
End Date
Status
Required
Currency
Branding_theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Purchase Order
Required
Contact
Update Method for Line Items
Date
Delivery_date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected_arrival_date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Invoice_id
Required
Contact
Status
Date
Due_date
Expected_payment_date
Reference
Branding_theme
Url
Currency
Sent_to_contact
Attachments
Invoice_number
Line_amount_types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Include PDF File
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Contact ID
Quote Number
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Pipedrive and Xero with AI agents and code
Beyond Zap workflows. Call Pipedrive and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Pipedrive and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Discount to Deal
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Pipedrive and Xero
Sync new deals to Xero invoices.
Zapier simplifies bookkeeping for business owners by automating the creation of invoices in Xero whenever a new deal is marked as won in Pipedrive. This ensures revenue is promptly and accurately recorded, cutting down on manual data entry and potential errors.
Log financial details in Xero with automated activity updates.
Zapier enables IT teams to automate routine updates by transferring specific activity details from Pipedrive to Xero. This maintains accurate records and provides a centralized view of financial data, reducing administrative burden.
For marketers, Zapier helps bridge the gap between sales and accounting by automatically creating new contacts in Xero whenever a new lead is added in Pipedrive. This keeps records consistent and prepares contacts for future billing, ensuring smoother workflows.
Learn how to automate Pipedrive on the Zapier blog
Learn how to automate Xero on the Zapier blog
Make work flow with AI
Level up your Pipedrive to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Pipedrive + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Xero
What are the prerequisites for integrating Pipedrive with Xero?
To integrate Pipedrive with Xero, you'll need active accounts on both platforms. Additionally, ensure that you have administrative privileges to authorize the connection through our service. Our integration supports common triggers like "New Deal in Pipedrive" or "New Invoice in Xero" to streamline your processes.
How do I handle currency mismatches during integration between Pipedrive and Xero?
We match currencies based on settings in both applications. Ensure that the currencies in Pipedrive and Xero correspond accurately. If a currency does not align, an error will be displayed. We recommend pre-setting all expected currencies within both platforms before initiating synchronization.
Can I automate invoice creation from deals in Pipedrive to Xero?
Yes, you can automate invoice creation by setting up a trigger-action pair where a "Won Deal" trigger in Pipedrive automatically generates an invoice in Xero. This ensures a seamless transition from sales to account management.
How often does data sync between Pipedrive and Xero when integrated?
The sync frequency depends on the specific triggers and actions you configure. For real-time updates, choose immediate trigger events such as "New Contact Added" in Pipedrive linked to "Create Customer" in Xero, ensuring data is reflected without delay.
What types of field mappings are possible between Pipedrive and Xero?
Our integration supports extensive field mapping options allowing comprehensive alignment of data fields across platforms. You can map standard fields like customer information and deal values, as well as custom fields created within your accounts.
Are there limitations on data types that can be transferred between Pipedrive and Xero?
Most standard data types such as text fields, numerical figures, dates, and currency values are fully transferable. However, complex custom objects or unsupported formats may need additional configuration or may not sync optimally between systems.
Is it possible to update records automatically if changes occur after initial synchronization between Pipedrive and Xero?
Yes, our integration allows for records to be updated automatically if modifications occur post-syncing through specific actions like "Update Contact" triggered by changes detected in either platform.
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 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.
