Pipedrive and Xero integration
Won in Pipedrive, ready to approve in Xero
CRM Connector keeps Pipedrive persons and Xero contacts the same both ways, turns every won deal into a draft Xero invoice, and puts every quote sent from Xero into Pipedrive as a deal that follows it. Pipedrive runs sales, Xero keeps the books.
- Official sign in for both
Contacts both ways, won deals into draft invoices, sent quotes into deals
At a glance
Contacts stay the same on both sides. A won deal arrives as a draft invoice, and a sent quote as a deal.
What syncs
- ContactsBoth ways
- Won deals into draft invoicesOne way
- Sent quotes as dealsOne way
Good to know
- A currency Xero has not switched on
The invoice is written in the organisation's base currency with the amount unchanged, and the log says so.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Pipedrive or Xero leads when the same record changed in both since the last sync.
Options for Pipedrive and Xero
- Everyone, customers only or leads only
- Only persons with a Pipedrive label you pick
- Only deals won from a date you pick
- Only deals above an amount you pick
Record by record
What syncs between Pipedrive and Xero
Which Pipedrive field matches which Xero field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationWhen createdContact name
- Primary emailBoth waysEmail address
- Primary phoneBoth waysPhone
- Postal address, or the organization'sWhen createdStreet address
- Won dealsEach works it outIs a customer
- LabelsOnly in PipedriveNot in Xero
It happens in Pipedrive, then in Xero
A new contact
Looked for in Xero on the exact email, then on its unique contact name. Updated when found, created only when nothing matches.
Name, email or phone changes
The same change is made to the Xero contact on the next sync.
The organization or address changes later
Not carried: the company name and address reach Xero when the contact is created.
- Labels that follow the money, only when you switch them on: the Pipedrive person gets the label "Customer" once the Xero contact has paid an invoice, and "Overdue" while an approved invoice of theirs is past its due date. Contacts must flow into Pipedrive, so they sync both ways when Pipedrive is the source.
FAQ
Questions about Pipedrive and Xero?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
No. Pipedrive's own Xero integration was withdrawn, and the Xero apps in the Pipedrive Marketplace today come from other companies.
CRM Connector:
- Keeps contacts the same both ways
- Turns a won deal into a draft Xero invoice
- Follows a sent Xero quote as a Pipedrive deal
If another app already invoices your won deals, keep one billing path, or each won deal is billed twice.
Ask your AI assistant
Ask ChatGPT or Claude about Pipedrive and Xero
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect Pipedrive and Xero?Start your 7 day free trial
Sign in to Pipedrive and Xero, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.