Discover a seamless way to manage your sales and invoices by building automated workflows for Xero and Pipedrive with Make. Xero is the accounting software of choice for small and medium-sized businesses. It helps you do mundane bookkeeping tasks faster, so you can enjoy more time focusing on making sales.

Combining Xero with Pipedrive’s robust sales features allows you to generate invoices based on your CRM data. Use Xero’s management software to easily manage documents and track your deal revenue.

Make is a highly visual platform that lets you design, build, and automate anything in minutes — from simple tasks to complex workflows. It’s fast and easy to use, visually intuitive, and requires zero coding expertise. With Make you can build multi-step workflows between Pipedrive, Xero and thousands of apps like Docusign, Quickbooks, Asana and many more based on your needs.

By using Make for Pipedrive and Xero integration, you can:

• Automate workflows – generate invoices directly from Pipedrive and sync sales details between Xero and Pipedrive, saving you precious time and reducing the risk of errors.

• Receive real-time updates – any updates you make in Pipedrive will instantly show in Xero for seamless team collaboration.

• Streamline decision-making – combine sales and financial data to make better, more informed business decisions.

Getting started with the Pipedrive and Xero integration via Make is easy.

1. Sign up for a Make account if you haven’t done so already.

2. Connect your accounts. Head to the integrations page, select Pipedrive and Xero and follow the instructions to link your accounts. Watch this video for help with this step.

3. Customize your settings to decide which data to sync between Pipedrive and Xero. You have the option to sync contacts, deals and much more.

4. Activate the integration once you’re satisfied with your settings.

5. You’re done! Your Pipedrive and Xero data will automatically synchronize based on your preferences.

To learn more about Make’s integrations, visit the Make Academy.

Check out Make’s dedicated Pipedrive and Xero pages to make the most of this integration.