![Outfunnel](https://marketplace.pipedriveassets.com/cdn-cgi/image/width=128,quality=75/https://marketplace.pipedriveassets.com/15695413b4ecd969/icon/6cf3f04e-50fc-4e46-b2fb-ab9d5f859564/128x128.png)
Xero
by Cloudify
The Xero Integration seamlessly connects Pipedrive with Xero, enabling automatic syncing of customers, products, invoices/quotes and updating sales data in real time. You can view the organisation's financial details in the custom panel of Pipedrive and create invoices/quotes in Xero when a deal stage changes in Pipedrive. The advantages include real-time data updates, a replay option for failed syncs, flexible field mappings, and tailored sync rules.
Panels
Instantly see and interact with Xero as you dive into the details of your deals/contacts in Pipedrive.
Xero
Locations:organization details
Xero
Locations:person details
For a detailed setup guide, click here. For assistance, please reach out to us at [email protected] or schedule a meeting, and our team will reach out to you. More information about this Pipedrive Xero integration can be found on our website page.
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