Connect Pipedrive to Xero Accounting
Automate workflows between Pipedrive and Xero Accounting. No coding required.
The most-used recipe
Pipedrive
CRM
DeskFerry agent
Create order when new contact created
Runs on its own
Xero Accounting
Commerce
Popular workflows
What you can automate between Pipedrive and Xero Accounting
These are the most popular automations teams set up between Pipedrive and Xero Accounting. Each one runs automatically once activated — no manual steps.
Create order when new contact created
Generate a new order automatically when a new contact is added to your crm.
Create contact when new order placed
Add a new contact to your CRM automatically when a customer places a new order.
Sync Pipedrive changes to Xero Accounting
Keep Xero Accounting updated when a new deal or opportunity is created.
How data flows
What syncs between Pipedrive and Xero Accounting
Customer and order data from Pipedrive syncs to Xero Accounting. Every purchase updates the contact record with order history and lifetime value.
Data from Pipedrive
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Data from Xero Accounting
- Orders
- Products
- Customer records
- Payment status
- Shipping details
Step-by-step guide
How to connect Pipedrive to Xero Accounting
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active Pipedrive account with API access enabled
- An active Xero Accounting account
- A free DeskFerry account (sign up takes 30 seconds)
- Admin or API access in Pipedrive to authorize the connection
- Step 01
Create your DeskFerry account
Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.
- Step 02
Authenticate Pipedrive
Click "Add Connection" and select Pipedrive from the app directory. You'll be redirected to Pipedrive's authorization page. Grant DeskFerry read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
- Step 03
Authenticate Xero Accounting
Same process for Xero Accounting. Click "Add Connection," select Xero Accounting, and authorize access. Grant DeskFerry access to your orders, products, and customer data. You choose which store data the integration can read.
- Step 04
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new contact created in pipedrive or new order placed in xero accounting. The trigger fires automatically whenever that event happens — no manual intervention.
- Step 05
Configure the action
Define what happens when the trigger fires. For example: create order in xero accounting. Map the data fields between Pipedrive and Xero Accounting so the right information lands in the right place.
- Step 06
Test and activate
Run a test to confirm data flows correctly between Pipedrive and Xero Accounting. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.
Benefits
Why connect Pipedrive and Xero Accounting?
Manually moving data between Pipedrive and Xero Accounting is error-prone and eats into your team's productive hours. Connecting them through DeskFerry eliminates that overhead — events in one app trigger actions in the other automatically.
Tips
Tips for your Pipedrive + Xero Accounting integration
Get more out of this integration with these best practices.
Use cases
Who uses the Pipedrive + Xero Accounting integration?
Teams across industries connect Pipedrive and Xero Accounting to streamline their workflows.
Sales reps tracking deal progress who rely on Xero Accounting for commerce
E-commerce operations who need real-time data from Pipedrive
Sales teams and e-commerce operations collaborating across tools
FAQ
Frequently asked questions
How do I connect Pipedrive to Xero Accounting?
Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both Pipedrive and Xero Accounting via OAuth. Choose a workflow template — like syncing crm events to commerce actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between Pipedrive and Xero Accounting?
You can automate a wide range of workflows: sync new Pipedrive events to Xero Accounting actions, trigger Xero Accounting updates when Pipedrive data changes, create Xero Accounting records from Pipedrive events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the Pipedrive and Xero Accounting integration free?
DeskFerry's 7-day free trial is enough to prove the workflow out. If your Pipedrive-to-Xero Accounting workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
Is my Pipedrive data secure when connected to Xero Accounting?
Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your Pipedrive or Xero Accounting passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.
Can I sync data both ways between Pipedrive and Xero Accounting?
Yes. You can set up workflows that trigger from either Pipedrive or Xero Accounting. For example, create a workflow where Pipedrive events update Xero Accounting, and a separate one where Xero Accounting changes sync back to Pipedrive. Each direction is configured independently so you have full control.
Do I need technical skills to connect Pipedrive and Xero Accounting?
No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use Pipedrive and Xero Accounting, you can set up the integration. Most users are running their first workflow within 10 minutes.
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Automate Pipedrive + Xero Accounting
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