Xero for Pipedrive

### Xero Integration by Cloudify Overview

Sync Pipedrive deals to Xero as invoices or quotes — automatically, without switching apps or re-entering data.

Cloudify connects your Pipedrive deals directly to Xero. Set a pipeline stage as your trigger — when a deal lands there, Cloudify automatically creates the invoice or quote in Xero with all the deal data. No copy-pasting, no switching tabs.

Features:

- Automatic deal-to-invoice/quote sync from any pipeline stage you choose - One-click invoice generation — Create, update, and customize Xero invoices from any stage of a Pipedrive deal. - Dashboard with bulk sync — create, review, and sync invoices from one place. Push multiple invoices at once with Bulk sync feature - Live Xero invoice status — know instantly whether an invoice is draft, awaiting payment, or paid without leaving Pipedrive - Replay failed syncs — update deal data and re-sync with one click - Sync activity logging — every action tracked in deal activities

Why Pipedrive teams use Cloudify: Sales works in Pipedrive. Finance works in Xero. Without Cloudify, someone manually recreates every invoice. With it, invoicing happens the moment a deal moves — no handoffs, no errors, no delays.

Start free with 30 syncs.[ Book a complimentary 30-minute onboarding call](https://meetings.hubspot.com/cloudify/app-assistance) and we'll configure the integration for your specific workflow.