Features

• Generation of Automatic Deal-to-Invoice or Quote

You can quickly transform Pipedrive deals into invoices or quotes according to your preferences. You will receive every real-time status update in the deal notes. This feature significantly lowers the need for constant communication with your accounting department, freeing your sales team to focus on closing more deals.

• Better Sync Status Log

Maintain visibility over every transaction with an extensive log within the Pipedrive deal activity log, offering information about the sync status. This transparency ensures that your sales team is continuously informed about deal invoice status. Additionally, we enhance this process by attaching a copy of the invoice from e-economic in case of successful integrations, further empowering your team with all the necessary documentation for seamless sales and billing management.

• Replay Unsuccessful Integrations

You won’t have to worry about invoice integration as we have built the distinctive Replay feature. You can access it from the deal notes. This feature ensures that every invoice creation in Xero is accounted for, eliminating potential disruptions in your sales cycle.

• Personalised Sync Setup

Customisation is in your hands! Now, tailor the sync experience with new preferences and field mapping options. You will have a perfect synchronisation setup that perfectly aligns with your business requirements. It will help your sales team work efficiently with organised data.

• Product Sync

With each integration cycle, empower your product management efficiency with seamless product data synchronisation from Pipedrive to Xero. This ensures your sales team has accurate information, enabling better sales planning and execution. Additionally, our integration supports the creation of invoices based on deal value alone, eliminating the need for a Pipedrive sales pro plan and facilitating the use of our service across various subscription levels.

• Sales Overview

In the “Organisation” section, users can immediately access a straightforward overview of a customer's financial activity directly from the main interface, including revenue, invoices, and overdue invoices. This functionality equips your sales team with essential financial insights, enriching customer relationship management by providing key information at a glance. Users can manually update this information from Xero, ensuring that the most current data is always available for informed decision-making.

• Manual organisation Creation and Financial Data Update

You can easily create or update companies and contacts from Pipedrive as customers in Xero. This will help your sales team quickly update customer information, keeping data accurate and up-to-date.

• Effortless B2C Customer Management

Convert your Pipedrive contacts into new customer entries in Xero, streamlining your CRM and accounting processes.

• Simplified Invoicing

Our integration allows invoice creation using only the deal value, eliminating the need to specify individual products. Now, there won’t be a requirement for a Pipedrive Sales Pro plan and making our service accessible across different subscription tiers.