Xero + Pipedrive

Synchronise Xero with Pipedrive

Info
Xero

Xero

Accounting
Info
Pipedrive

Pipedrive

Customer Relationship

Manage your Xero accounting by integrating Pipedrive to better track your leads and customers.

Inventory

Track your Inventory

Keep your inventory up to date by synchronising your stock levels.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

What can I do with Pipedrive CRM?

Pipedrive provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Can I connect Pipedrive to other applications not listed on Synchron?

Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.

Can we pay invoices online with Xero?

Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors by providing critical business materials.

Can I connect Xero directly to other accounting applications?

Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Xero offers user support and integration with a larger variety of systems, including ADP, Bill.com and Vend.

Connect Xero and Pipedrive

No technical knowledge required, start integrating in 5 minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Xero and Pipedrive easily

Accounting

Xero is a web-based accounting system designed for small and growing businesses. Xero connects small businesses with their trusted advisors and provides business owners with instant visibility of their financial position.

https://www.xero.com

Customer Relationship

Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.

https://www.pipedrive.com

Questions about the integration?

Request more info on Xero + Pipedrive integration

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