Convert deals into Xero invoices and track revenue in Pipedrive. Get live invoice updates so sales and finance know what’s paid, pending, or overdue.

Xero Integration by Cloudify Overview

Sync Pipedrive deals to Xero as invoices or quotes — automatically, without switching apps or re-entering data.

Cloudify connects your Pipedrive deals directly to Xero. Set a pipeline stage as your trigger — when a deal lands there, Cloudify automatically creates the invoice or quote in Xero with all the deal data. No copy-pasting, no switching tabs.

Features:

• Automatic deal-to-invoice/quote sync from any pipeline stage you choose
• One-click invoice generation — Create, update, and customize Xero invoices from any stage of a Pipedrive deal.
• Dashboard with bulk sync — create, review, and sync invoices from one place. Push multiple invoices at once with Bulk sync feature
• Live Xero invoice status — know instantly whether an invoice is draft, awaiting payment, or paid without leaving Pipedrive
• Replay failed syncs — update deal data and re-sync with one click
• Sync activity logging — every action tracked in deal activities

Why Pipedrive teams use Cloudify: Sales works in Pipedrive. Finance works in Xero. Without Cloudify, someone manually recreates every invoice. With it, invoicing happens the moment a deal moves — no handoffs, no errors, no delays.

Start free with 30 syncs. Book a complimentary 30-minute onboarding call and we'll configure the integration for your specific workflow.

To install Xero on Pipedrive, follow these steps:

1. Select your Pipedrive company and click Allow and Install
2. Click Let’s get started to begin setup
3. Click Connect to Xero and sign in with your Xero credentials
4. If you want to explore the app before going live, you can book a free guided demo call
5. Select your organisation and allow access
6. Once connected, you’ll see a confirmation message and be redirected to the final setup screen automatically
7. Choose your setup method — “Yes, setup automation” or “I’ll do it manually”, whichever fits your workflow best