Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First, click on "Zaps" in the left sidebar menu
2. Then click on the "Create" button in the top header
3. Click on the "Trigger" section to begin setting up your Zap
4. Click in the search box and look for Pipedrive
5. Select "Pipedrive" from the app list
6. Click on the "Choose an event" dropdown in the trigger configuration and the "Continue" button
7. Fill in the "Activity filter" then click on the "Continue" button
8. Click on the "Test Tigger" field
9. Select "Xero Pro" from the search results
10. Log on to your Xero account and click on "Continue"
11. Complete the required fields, then select "Continue" and click "Publish" to complete the integration
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Why should you use this feature?
Pipedrive is a dynamic CRM platform designed to streamline sales processes and boost productivity.
Integrating Pipedrive with Xero creates a seamless flow between sales and accounting, bridging a crucial gap that can enhance business operations.
This integration allows for automatic syncing of invoices and customer information, ensuring accurate and up-to-date financial records.
By connecting these platforms, businesses can reduce manual data entry, minimize errors, and focus more on strategic growth, rather than administrative tasks.
Last update
December 11, 2025
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