Pipedrive and Xero integration + automation

Pipedrive and Xero integrations couldn’t be easier with the Tray Platform’s robust Pipedrive and Xero connectors, which can connect to any service without the need for separate integration tools.

Pipedrive
Xero
Integrations

Dynamic Xero + Pipedrive integrations

Streamline accounting and accelerate revenue processes with Xero + Pipedrive automation with the low-code Tray Platform. Any business user can use our 100% visual builder to rapidly connect any data source, including flat files (such as CSVs), spreadsheets, FTPs, webhooks, and any other cloud tool—even using data within custom fields.

Even if you don’t have extensive IT support, you can bi-directionally sync your CRM, accounting software, and of your favorite applications at the API level. Need Xero + Pipedrive connectors to drive financial visibility? Now, you can flow your lead and accounting data anywhere you need.

On top of integrations, the Tray Platform also empowers you to build custom Xero + Pipedrive automation so you can take your CRM and accounting processes to the next level. We make it easy for you to drag and drop together seamless, multi-step workflows between any tool in your tech stack in minutes. Now, you can use our platform to drive sales productivity, accelerate contract approvals, streamline deal desk, and drive sales pipeline. 

Pipedrive and Xero Connector Details

Pipedrive

Pipedrive

Learn more
UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
List webhooksDelete webhookCreate webhookWebhook
Connector TypeTray Connector
Operations
Delete organizationCreate activityCreate dealCreate noteCreate organizationCreate personFind organizations by nameFind peopleFind usersGet activityGet dealList pipelinesand 15 more...
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UsesFinance and Accounting
CategoryFinance and Accounting
Triggers
List tenancies DDLWebhook
Connector TypeTray Connector
Operations
List tenanciesApply paymentsCreate bank transferCreate contactsCreate invoice notesCreate update bank transactionCreate/update invoiceDelete invoiceDelete paymentEmail invoiceGet a paymentGet accountand 10 more...
View documentation

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray.io is the leader in low-code automation

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