Easily synchronize Xero and Pipedrive records bi-directionally. Easily access quotes, invoices, and payments directly within Pipedrive, eliminating the need to log in to Xero and toggle between apps. With SyncQ, your Pipedrive records are instantly synced with Xero, mitigating the discrepancies caused by manual entries and enhancing business efficiency. Embrace business process automation to streamline operations.

&#x2713; Automatically Synchronize Xero Transactions with Pipedrive

&#x2713; Synchronize Quotes, Invoices, and Payment History with Organizations and People in Pipedrive

&#x2713; Instantly synchronize data both ways

&#x2713; Synchronize Pipedrive Records with Xero Contacts, Quotes, Invoices, and More

&#x2713; Track sales trends and receivables within Pipedrive

&#x2713; Customizable mapping  to suit your business requirements

&#x2713;  Utilize a single Deal for multiple Quotes/Invoices to enable Progressive Billing

&#x2713; Email quotes and invoices can be sent out directly from Pipedrive

&#x2713; Connect multiple Xero companies

&#x2713; PDF format for Quotes and Invoices (SyncQ license required for viewing)

Enable payments and tracking

Xero Advanced Automation - SyncQ

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Other use cases

Bexio Pipedrive Data Transfer App

Pipedrive is a great productivity tool. Let SubOps monitor your team’s Pipedrive use, so you don’t have to. Every Monday, you will receive a Slack-Message with an accurate overview of the actual usage of your subscriptions.
 
Your SubOps report details: 

- A summary of the details regarding all your paid Pipedrive accounts 
- The number of days that passed since the last activity of each user.

Use this report to go straight to your Pipedrive account and optimized your paid plans based on actual and anticipated usage.

SubOps

Automate the process of passing customer information and purchase actions from PayKickstart in to your Pipedrive account.

PayKickstart takes care of:

- Creating PayKickstart leads and customers as Pipedrive contacts 

- Creating deals and assigning the appropriate stage in your pipeline based on key actions (new trial, new transaction, new subscription)

- Customer data syncing with Pipedrive

- Updating an existing deal based on updated event

PayKickstart

With the Pipedrive - QuickBooks integration app, you can spare the endless email communication with your accountants as well as the switching between the Pipedrive and QuickBooks apps by creating invoices from Pipedrive’s deal details view. 

- Invoice creation and sending
- Contacts creation/link to QuickBooks contacts
- Automatic Products creation/link to QuickBooks products
- Pulling invoices from QuickBooks into Pipedrive
- Aggregated invoicing data by contact
- Updated statuses on invoices

Discover how the app can help you by giving you the necessary information to streamline your sales process and close deals faster!

**Note**: QuickBooks API only allows one active connection at a time per account. Therefore, only one user can install it in Pipedrive.

QuickBooks

**About**

*Paycove is a 5 star rated app that streamlines and automates your account receivables workflow. In addition to Pipedrive, Paycove integrates with Xero, Quickbooks, Stripe, Zapier and more.*

### **Docs & Quotes**

Streamline document preparation and quotation processes, enhanced with seamless e-sign integration.

### **Invoices & Payments**

Facilitate effortless billing and payment collection, incorporating real-time transaction notifications.

### **Reporting & Analytics**

Harness the power of data with comprehensive reporting tools, enabling data-driven decision-making.

### **Collections**

Optimize your revenue recovery with our advanced collections tools, ensuring timely payments.

### **Global Tax & Accounting**

Stay compliant effortlessly across borders with automated tax calculations and bookkeeping. Quickbooks & Xero integrations allow you to automatically sync your quotes, invoices and payments.

Manage contracts

Paycove

Get full transparency over how much time your sales team spends in Pipedrive with automatic time tracking.

Timely makes every second you spend in Pipedrive count:

- See all the time you spend in Pipedrive
- Quantify resources spent in your CRM
- Determine your sales team's lead time
- Monitor your company’s communication burdens
- Optimize team productivity and sales efficiency

And it’s completely automatic! You won’t waste time managing multiple timers: Timely tracks the time you spend in Pipedrive in the background while you work.

Get a completely accurate timeline of all your sales work and then bill accurately, report beautifully and manage your team’s time all in one place!

Manage my projects

Timely

QuarterOne is a free revenue forecasting app that creates automated forecasts from Pipedrive sales data in minutes.
 
With better control of your sales data, you can build a more accurate forecast you can trust.
 
Sales teams love Pipedrive. With QuarterOne, your finance and management teams will, too.
 
“QuarterOne removes the need for messy spreadsheets that are out of date the minute you create them “ -  Mark Robotham, COO at Quanton.
 
Key benefits:
- Measure the velocity of your sales team
- Predict how quickly your existing pipeline will grow
- Spread deals over multiple months
- Lock down periods to prevent unwanted changes to reported months
- Compare your current forecast with previous versions
 
Get started with a free 14-day trial.

Automate my pipeline and data

QuarterOne

HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document and we’ll send you a merged copy.

With our various document types, you can create professional-looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint – Formstack Documents supports it all.

Once you've created your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to a 3rd party.

Formstack Documents

Automatically Sync QuickBooks online records with Pipedrive and vice versa. View estimates, invoices, payments and sales receipts directly in Pipedrive. No need to log in to QuickBooks. SyncQ instantly syncs your Pipedrive records with QuickBooks! 

SyncQ – approved by QuickBooks Intuit. Intuit regularly evaluates the security to support small businesses and individual business owners.   Helping them to save time and money by elevating the level of their accounting operations.

Manual entry in Pipedrive and QuickBooks leads to mismatched data and slows down business operations. Business process automation helps to prevent that. Customers usually prefer automated to manually created billing.

&#x2713; Automatically sync QuickBooks transactions with Pipedrive

&#x2713; Estimates, invoices and payments history synced with Pipedrive organizations/People

&#x2713; Instantly sync data both ways

&#x2713; Sync Pipedrive records with QuickBooks customers, vendors, invoices, bills and more

&#x2713; Track sales trends and receivables in Pipedrive

&#x2713; Customizable mappings based on business need

&#x2713; One deal to multiple estimates/ invoices for progressive billing

&#x2713; Email estimates and Invoices to customers from Pipedrive

&#x2713; Connect multiple QuickBooks companies

&#x2713; PDF Estimates & Invoices (license required)

QuickBooks Advanced Automation - SyncQ

Dryrun is a scenario modeling and cash flow forecasting software that can take your Pipedrive deals and lay them into a timeline. 

Visualize your sales pipeline, when the sales will turn into cash flow, and build sophisticated financial models to predict different sales scenarios.

Use Dryrun scenarios to compare best, worst and likely outcomes. Compare different pipelines and consolidate scenarios to get an overall picture of your sales potential.

Visualize your sales pipeline alongside bills, invoices and expenses imported from your accounting platform for a holistic view of your finances.

Dryrun

Rexpense is the simplest way to control expenses, repayments and down payments, ensuring agility and efficiency in your team's daily lives. With the application, you can register expenses in real-time, send messages and ask questions instantly, without losing time or money.

The Pipedrive-Rexpense integration automates the reimbursement and control of expenses related to meeting potential customers and leads for your company. When integrated with Pipedrive, Rexpense can automatically generate pre-expenses every time a user adds an important activity to their pipeline. You can even determine which Pipedrive activities generate new automatic expenses, such as lunch or meetings, to have a clear overview of your finances.

Connect your favorite tools or easily find new ones

Enable payments and tracking

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