Xero integration with Pipedrive

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Sara Orsborn
Sara Orsborn Member Posts: 37
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edited June 17 in Apps and Integrations #1

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

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  • Reeve Lui
    Reeve Lui Member Posts: 53
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    @Sara Orsborn

    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

  • Sara Orsborn
    Sara Orsborn Member Posts: 37
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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?

  • Reeve Lui
    Reeve Lui Member Posts: 53
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    edited June 18 #4
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    @Sara Orsborn

    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

  • Sara Orsborn
    Sara Orsborn Member Posts: 37
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    I have emailed you Reeve