Integrate Pipedrive with Xero to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Pipedrive with Xero - no code necessary. See how you can get setup in minutes.

Select a trigger from Pipedrive

A trigger is an event that starts your Zap and runs the workflow. For example, with Pipedrive, a trigger could be "New Activity."
A trigger is the event that kicks off your automated workflow.

Setup an action from Xero

An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Pipedrive to Xero

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Triggers and actions are the main components of every automated workflow.

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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.
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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.

Connect Pipedrive and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Pipedrive and Xero to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

  • Pipedrive triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search
    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search
    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter_id
      Required
    Trigger
    Scheduled
    Try It
    • Filter_id
      Required
    • Deal Status
    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search
    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • Filter_id
      Required
    Trigger
    Scheduled
    Try It

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate Xero on the Zapier blog

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
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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.
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    Related categories
    • Accounting
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