Xero + Pipedrive integration
Create invoices from Pipedrive's Deal Detail View without having to send emails to your accountant colleagues or copy and paste data between Pipedrive and Xero
Create invoices from Deal Detail View
Get updated invoice statuses in Pipedrive
See approved, paid or overdue invoices
About Xero
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
About Pipedrive
A light-touch sales CRM built for minimum input and maximum output. With our simple, intuitive software there’s no 200 page list of functions, and no two day training required. Just log in, fill up your pipeline and start selling with a product designed to make selling beautiful.
How to connect
The Pipedrive and Xero integration is simple and easy to set up from our Marketplace with one click installation.
Manage sales and accounting seamlessly
Take care of your sales process and accounting needs in one place by connecting Pipedrive and Xero, a growing business’s match made in heaven.