IntegrationsDynamic 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.
AutomationFlexible Xero + Pipedrive automation
Anyone can become a citizen automator and harness the power of low-code automation using the Tray Platform. Our platform offers a full suite of pre-built connectors, data helpers, and custom logic operators so you can launch customized automated workflows for any business needs.
Whether you work in finance, sales, HR, revenue operations, IT, and any other team across the organization can build custom Xero + Pipedrive automation. Now, you can freely flow data for leads, invoices, opportunities, expenses, accounts, and cash books across any number of tools. You can automatically generate Xero records any time your sales organization closes a deal. Or, you can dynamically sync lead context and deal details on a regular basis to ensure your books remain up-to-date.
You can easily connect Xero, Pipedrive, and any other tool in your tech stack, including your e-commerce software, payment platform, internal chat tool, marketing automation platform, office suite, ERP, e-signature platform, and more.
Use casesTake control of your lead and accounting data
Business users love utilizing the Tray Platform to build Xero + Pipedrive integrations with ease. Power users also love utilizing our platform to run large-scale data projects that touch massive quantities of data every day. And thanks to our elastic, serverless architecture, your workflows scale automatically no matter how your data needs change.
Take full control of your lead and accounting data with next level Xero + Pipedrive automation. Need to streamline order-to-cash processes by automatically creating Xero invoices after you convert a deal? Need to improve financial visibility by dynamically updating accounting books after a customer renews their contract or churns? Need to unify your accounting processes by flowing finance data from Pipedrive and any other tool to build a single source of truth for your organization’s cash flow? The Tray Platform can automate any use case since we also connect popular tools such as Shopify, Stripe, Zendesk, Power BI, HubSpot, DocuSign, WordPress, Microsoft Office 365, Jira, and many others.
IT teams trust the Tray Platform because of its enterprise-grade security, including SOC 2 Type 2 certification and compliance with data privacy regulations such as GDPR, HIPAA, and CCPA.