Connect Xero and Pipedrive CRM integrations
Connect Xero and Pipedrive CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Xero and Pipedrive CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a bank transaction is added or updated.
Triggers when a new bank transfer is created.
Triggers when a contact is created or updated.
Triggers when a credit note is added or updated.
Triggers when employee leave is approved.
Triggers when a new event is created.
Triggers when an invoice is added or updated.
Triggers when a new item is created.
Triggers when a manual journal is created or updated.
Triggers when a payment is created or updated.
Triggers when an order is added or updated.
Triggers when a quote is created.
Add follower to an object of selected type (deals, organizations, persons).
Adds a new installment subscription.
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
Creates a new lead label.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Deletes a deal field by its ID.
Delete a follower from a deal.
Deletes a lead.
Deletes lead label by its ID.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Marks an installment or a recurring subscription as deleted.
Downloads a file.
Returns details of a specific deal.
Gets a Deal field.
Gets filter by its ID.
Gets a lead.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns details of an installment or a recurring subscription.
Returns data about a specific user within the company.
Gets deals summary.
Performs an arbitrary authorized API call.
Updates a deal.
Updates Deal field by its ID.
Updates a lead.
Updates lead label by its ID.
Updates the properties of a mail thread.
Updates an activity.
Updates an installment subscription.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates a recurring subscription.
Updates product attachment details of the deal-product (a product already attached to a deal).
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Returns details of an installment or a recurring subscription by the deal ID.
Searches for activities.
Lists activities associated with a deal.
Lists all fields in Deals.
Searches for deals.
Lists deals associated with a person.
Returns data about deals that have a product attached to them.
Lists deals associated with an organization.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
Lists all filters.
List followers of an object of selected type (deals, organizations, persons, products, users).
Lists Lead labels.
Retrieves all your leads.
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Lists the participants associated with a deal.
Returns all payments of an installment or recurring subscription.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Retrieves your deals filtered by criteria.
Performs a search from multiple item types.
Retrieves your leads filtered by criteria.
Retrieves your organizations filtered by criteria.
Retrieves your persons filtered by criteria.
Retrieves your products filtered by criteria.
Returns data about all users or searches by name or email.
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Create custom Xero and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a contact to a specified contact group.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Archives a contact with a given ID.
Cancels a recurring subscription.
Creates a new bank transaction.
Connect any app with Xero and Pipedrive CRM
Popular Xero and Pipedrive CRM workflows.
Looking to get more out of Xero and Pipedrive CRM? With Make you can visually integrate Xero and Pipedrive CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create new invoices in Xero from new deals in Pipedrive
This template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your Pipedrive deal needs to have products associated with it. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create new contacts in Xero from new organizations in Pipedrive CRM
This template regularly checks for new organizations in Pipedrive CRM and uses the retrieved information to create a new contacts in Xero. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create new contacts in Xero from new persons in Pipedrive CRM
This template regularly checks for new persons in Pipedrive CRM and uses the retrieved information to create a new contacts in Xero. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->List deals from Pipedrive and add them to Google Sheets
Automatically list deals from Pipedrive and add them to Google Sheets for streamlined tracking and management of sales opportunities.
TRY IT ->Search for and update activities in Pipedrive automatically
Automatically search and update activities in Pipedrive. Streamline your workflow by keeping your Pipedrive activities up-to-date with this automation.
TRY IT ->Update Pipedrive person details and retrieve person information
Automatically update Pipedrive person details and retrieve information. Streamline your CRM management with Pipedrive's Get Persons and Update Person modules.
TRY IT ->Create a new person in Pipedrive from a custom webhook trigger
Trigger a custom webhook to automatically create a new person in Pipedrive, streamlining your contact management process with this integration.
TRY IT ->Add new contacts to Google Ads Customer Match from Pipedrive person updates
Automatically update Google Ads Customer Match lists with new contacts from Pipedrive whenever a person is updated, enhancing your marketing efforts.
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