### Xero Integration Overview

**Features**:

- Automatic Deal to Invoice/Quote Creation
- Replay Unsuccessful Integrations
- One-Click option to manually generate and review invoices irrespective of the deal stage

**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**](https://meetings.hubspot.com/cloudify/app-assistance) 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 for managing line items, taxes, and accounts
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Company Creation**: Create Xero customers from Pipedrive
- **B2C Management:** Convert Pipedrive contacts to Xero customers

Manage contracts

Automate my pipeline and data

Xero

Duplicates mess with data in sales, marketing, CS and AI. With Dedupely, you can find and merge all related records at once, whether it’s two, three, or a dozen scattered across your CRM. Set up automatic deduping to prevent future duplicates, so your data stays accurate without constant manual cleanup.

**Core:**  
✔ Unlimited matching and merging  
✔ Unlimited users  
✔ Unlimited integrations  
✔ Unlimited support (chat, email, and Zoom)  

**Features:**  
✔ Deduplicate contacts, organizations, leads, and deals  
✔ Merge duplicates in bulk, one-by-one, custom, or automatically  
✔ Match and merge by any native or custom fields  
✔ Ignore common terms and customize merge rules  
✔ See every duplicate in one view, no more merging one pair at a time  

💾 **Bulk-merge thousands of duplicates in minutes:** 
Dedupely continuously scans your Pipedrive, detecting duplicates the moment they appear. Find and merge all your duplicates and merge them in minutes. Or set up auto merge to remove all manual deduping. 

🔒 **Secure data handling:** Dedupely is ISO27001, ISO27017, and ISO27018 certified, ensuring secure data handling and GDPR compliance.

💬 **Unlimited Support:** Chat, email, or jump on a Zoom call whenever you need help. Set up Dedupely exactly the way you want it with full access to our support team.

[Website](https://dedupe.ly/) - [Pricing](https://dedupe.ly/pricing) - [Support](https://dedupe.ly/contact) - [Security](https://dedupe.ly/security)

Other use cases

Dedupely

Pipedream is the fastest way to automate any process that connects APIs. Stop writing boilerplate code, struggling with auth and managing infrastructure. Connect APIs with code when you need it and no code when you don't.

### Bring your own code
Execute custom logic using Node.js, Python, Go, or Bash. With instant deployment to run 24 x 7 x 365 on Pipedream’s servers. Allowing full code level control of your data and no server management overhead.

### Access to npm & PyPI packages
Leverage millions of npm and PyPi packages, with automatic installation of dependencies. Saving time and effort when customizing your workflows with Node.js or Python.

### Integrate 1,700+ APIs in seconds
Auth apps once, then reuse connected accounts in any workflow with 5,000+ pre-built, source-available components. Removing the need to manage authentication and write boilerplate code.

### One Click, Built-In Services
Create sophisticated workflows quickly with built-in queue, data stores, and one click private networks. Reducing development time or the need for DevOps involvement.

### Build Fast With AI
Trained on the API documentation of all integrated apps, simply select an app and tell us what you want to do. Save yourself from spending time learning 3rd party APIs.

Qualify my leads

Pipedream

**🚀 Introducing IČO Validator for Pipedrive**

Ensure data accuracy effortlessly with our IČO Validator app! Seamlessly integrate Czech business ID validation directly into Pipedrive. Enter an IČO, and let our app work its magic — automatically updating organization names and addresses based on accurate ARES.cz data. Elevate your workflow, eliminate errors, and stay ahead in the game. Try it now on Pipedrive Marketplace!

✨ **Key Features:**

- Validate Czech business IDs (IČO) instantly
- Automated organization name and address updates from ARES.cz
- Enhance data accuracy and streamline your processes

🌐 **Reliable. Efficient. Essential.**

*🇨🇿 Note: Since our app is usable only in the Czech Republic, the whole interface is written in Czech 🇨🇿*

Czech Companies Details

## Use [Extraflow](https://extraflow.io/) to create quotes, estimates, proposals, RFPs, CPQs, price lists, and more — 3× faster

## TRY IT FREE – 10 docs/mo for free | Unlimited users from $25/mo

## Beautiful Example: [Quote for Landscaping Project](https://app.extraflow.io/p/Hxc5N1FMqN)

### Perfect for:

🏗️ **Construction &amp; Contracting:**
General contractors, builders, remodelers, roofing, painting , drywall installers, flooring , concrete specialists, masonry , demolition , framing carpenters, siding installers

🔧 **Trades &amp; Services:**
HVAC companies, electricians, plumbers, landscapers, cleaning services, pest control, irrigation specialists, appliance installers, security system providers, solar installers, welding and metalwork, insulation services

🏭 **Suppliers &amp; Manufacturing:**
Distributors, manufacturers, wholesalers, material suppliers, custom fabricators

💼 **Professional Services:**
Digital agencies, IT service providers, software vendors, consultants, design studios

📦 **Product &amp; SaaS Teams:**
Custom product sellers, SaaS platforms, hardware providers, system integrators

📅 **Rental &amp; Equipment Services:**
Tool rental companies, construction equipment rental, party &amp; event rentals, scaffolding providers

### Features: 

📊 **Control Margins &amp; Markups**  

⚡ **Auto-Filled from Deal Data**  

🔁 **Syncs Back to Pipedrive**  

🛒 **Smart Catalog &amp; Tax Handling**  

⚙️ **Custom Fields &amp; Pricing Rules** 

and more .....

Quotes, Proposals, Estimates & more - Extraflow

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time sync to Pipedrive
- Customize object colors, labels, pop-ups, based on different criteria
- Search local businesses by keywords and add them as records with adjustable field mapping
- Auto-correct errors in addresses & fill in zip and counties
- View heatmaps and isochrones

**FIELD TEAM**
- Plan optimized multi-days routes & calendar meetings for teams while filling in available time between existing meetings. Plan regular visits, continuous multi-day routes
- Script your visit scenarios, configure check-in with geofencing and adaptive forms; data synced to CRM
- Analyze data with AI, including notes, photos and videos,
- Track users’ location & movement history
- Track team’s performance with customizable charts and dashboards

**TERRITORIES**
- Add territories by drawing them on map or selecting zip, counties, census areas
- Auto-assign records to territories & sales reps based on custom criteria
- Add aggregate metrics based on CRM data
- View demographics

**EMBED MAPS**
- Add maps with live data & desired features to websites, dashboards, portals, send by email
- Add buttons & forms to let users enter data & execute actions on embedded maps

**NO-CODE AUTOMATION**
- Execute actions by a button, schedule or automatically, with no code
- Create/update records, send email/SMS, call APIs
- Search and execute actions on records by custom criteria including driving distance/time

Manage my accounts

Mapsly: Map, Routing, Field Sales & Service

Monday.com is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track and manage your team’s work all in one place. Use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive’s deals, contacts and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.

Imagine you have a sales team working with Pipedrive and an aftersales team using Monday.com. Wouldn’t it be great if no information got lost between the two of them? With this integration, you can synchronize your activities in Pipedrive to Monday.com and convert them into workflows. As a result, critical data won’t get lost, and your employees will align with ease. 
Integrating Pipedrive and Monday.com enables you to automatically create a new item whenever a deal, activity or contact is added in Pipedrive. That way, you will be able to keep track of all activities. It is up to you to decide which data from your Pipedrive account will be mapped to Monday.com. Currently, you can select from the following: Deal, activity, person and organization as well as special fields for activities: Connected deal, deal email and deal phone number.

This integration works as a one-way sync only. Once you have created an item, it will not be automatically updated when changes are made to the original, and changes in Monday.com will not sync back to Pipedrive.

Manage my projects

monday.com

Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder
Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates
Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications
Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

Coefficient

### 100 free SMS credits upon sign-up.

    
 
Streamline client communication by Integrating SMS into Pipedrive. SMS is an invaluable tool to engage new prospects and close more deals.

With SMS in Pipedrive you can:

- Two-way conversational texting directly from Pipedrive.
- Schedule personalised SMS text messages via activity SMS.
- Send bulk SMS text messages to Pipedrive Contact lists via filters.
- Send customised SMS meeting reminders directly from Pipedrive.
- Create SMS Automations within Pipedrive.
- Automatically record SMS activity within your Pipedrive Deal or Contact Person.

Also get access to our full suite of advanced SMS tools via our web portal including SMS Marketing Campaign tools, Multimedia Messaging & SMS Net Promoter Score (surveys).

Nurture my leads

Communicate with leads

Send SMS in Pipedrive (Australia)

Fillout Forms streamlines the process of creating deals, people, and organizations within Pipedrive using modern, sleek forms. Create dynamic, multi-page forms, with the option to route leads to different pages depending on their answers, personalize questions with their info, or even schedule calls with a native scheduler.

After the form, automate follow-up actions with powerful workflows to send personalized thank you emails, send reminder emails for abandoned form submissions, and even classify leads with enriched company information and AI to route to the appropriate channels within your team.

Attract new leads

Fillout forms

Merk is not just a database of Czech and Slovak companies, but a basic business and marketing tool that helps 15,000 users in more than 2,000 companies daily to strengthen existing business and find new business.

Merk / Pipedrive integration allows Merk users to keep their Pipedrive organizations up-to-date with information such as company name, address, CRN, turnover, etc.

Company information can be easily transfered into Pipedrive from Merk, and new organizations can be created with all the information with one click.

Merk

Seamless.AI helps sales teams identify B2B prospects and verify their direct dials and emails. Enabling users to build a pipeline, shorten the sales cycle and close more deals faster than ever. 

How it works:		

1. Get started for free – it just takes a few clicks, and it's 100% free

2. Target your ideal customers in seconds – search by attributes of the type of professionals you would like to find

3. We take it from here – we'll deliver all the contacts that match your criteria and validate their emails, cell phones etc. in real-time

With Seamless.AI and Pipedrive combined, you’ll be able to:

- Instantly gather your prospect's contact data, including emails, direct dials and send it to Pipedrive

- Keep your CRM data up-to-date, so you never lose an important opportunity

- Use customized contact and account insights to start conversations with what matters most to your customers 

Add Seamless.AI today and empower your sales reps to spend their time selling instead of copying and pasting contact information into Pipedrive.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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