Convert deals into Xero invoices and track revenue in Pipedrive. Avoid errors, save time, and automate invoicing with Pipedrive Xero integration.

Xero Integration by Cloudify Overview

Features:

• Automatic Deal to Invoice/Quote Creation
• Replay Unsuccessful syncs with ease
• Once click option to generate and review invoices in Pipedrive before syncing it to xero

Key Business Benefits:

1. Eliminate Manual Work

• No double data entry between systems
• Automated organization/person, product and invoice/quote creation

2. Real-time financial data syncing

• View booked-invoice data directly in Pipedrive contacts
• Stay Informed and in control

3. Fix failed syncs with "Replay" option

• Update deals and re-sync to reflect changes
• Instant notifications for sync actions in deal activities

4. Start with Free Expert Onboarding

• Personalized setup for your Pipedrive account
• Custom guidance for your specific needs

Start your free trial with 15 credits today! Book a free 30-minute onboarding session and let us transform your billing process.

Integration features

• Automatic Deal to Invoice/Quote Creation: Transform deals into invoices with real-time updates.
• One-click Invoice: Create, update, and customize Xero invoices from any stage of a Pipedrive deal with flexible options.
• Replay Failed Syncs: Recover unsuccessful syncs
• Company Creation: Create Xero customers from Pipedrive
• Unified Dashboard: Create, review, and sync invoices from one place

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