Xero integration with Pipedrive
With the Xero / Pipedrive integration, is there the option to have link to the Xero invoice from a Pipedrive deal. I downloaded it from app store, but takes me to MAKE programme & then isnt clear what it does. Any help here be great? Thanks
Answers
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Hi Sara, basically MAKE is like a "connector" to help you connect your Xero and Pipedrive together. If you heard of Zapier too, it is very similar concept.
In this case, it seems that MAKE have created a connector for Pipedrive users to easily connect from Pipedrive's marketplace. This means you need a MAKE account for it to work as well. The pricing is based on number of tasks (automation done).
In MAKE, it seem they call it Ops instead. Which I believe represent operations done: https://www.make.com/en/pricing
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thanks. Yea I have setup a make about but couldn’t find a template to setup viewing xero invoices on deals. It was more adding contact etc etc. yes we use xero extensively as well for integrations.
have you seen a make template to setup viewing link in PD deals?0 -
Hey Sara, I can do the recommendation for sure. I happen to be a Pipedrive partner and am familiar with this "integration" process.
Can you email me directly so I can get your email and walk you through the process.My email is: reeve@astersense.com
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I have emailed you Reeve
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Hey Sara,
Integrating CRM/ERP (Xero/Pipedrive) in a specific way would be a custom integration. Let me know if Reeve was able to help you get what you need through integration. DM me if you're still looking for a solution that would solve this issue and integrate the two systems exactly as you need them to.
Feel free to DM me.
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I am wanting to have ability to view xero invoice in Pipedrive deal. We have monthly invoices so could be multiple to view. We used Zapier. And we do have reference field in xero match a custom field in Pipedrive so there must be a way to add xero invoice link to a deal each month when new invoice created. And the status of that invoice too
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There used to be one, but now the best way to manage Xero (6 months free) integration with Pipedrive is using Make/Integromat or Zapier or Relay.app.
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The native Pipedrive-Xero integration doesn't link directly to invoices. Make is complex. Instead, you can use Skyvia for simple integration it offers easy syncing and lets you link data comprehensively
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