How to Integrate Pipedrive with Xero

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You can achieve this integration using automation tools like Zapier. Here’s a step-by-step guide 

to set up this integration.

1. Log in to Zapier, click on "Create," and then select "Zaps" to get started.
2. Click "Trigger" to proceed.
3. Search for "Pipedrive" to set it as Trigger App.
4. Choose a trigger event.
5. Sign in to your Pipedrive account and click "Continue."
6. Click “Test trigger.”
7. Click "Continue with selected record."
8. Search and select "Xero" as the action app. It's a Pro app so you may need to buy a plan to use this integration.
9. Choose an event under Xero.
10. Login to your Xero account, then click "Allow access."
11. After signing in, click “Continue.”
12. Complete and customize the required fields, then select "Continue."
13. Click “Test step.”
14. Click "Publish" to complete the integration.