CRM & ERP systems

Pipedrive and Xero integration

Q: Why is Albato the best alternative to Zapier for integrating Pipedrive and Xero?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Pipedrive and Xero. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Pipedrive and Xero, Albato is the way to go!

Build smart, no-code workflows with Pipedrive and Xero using triggers, actions, and AI logic—automate any process in minutes.

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no time limits on the free plan

no credit card required

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Xero and Pipedrive integration

In Pipedrive and Xero integration triggers start workflows when something happens, while actions make changes in response.

Triggers 19

Deal Matching Filter

Triggers

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Person Matching Filter

Triggers

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New Contact

Triggers

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Contact Updated

Triggers

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Actions 43

Update Deal

Actions

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Create Deal

Actions

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Create Contact

Actions

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Create or Update Contact

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect Pipedrive to Xero

Create powerful Pipedrive integration with Xero in just a few simple steps.

STEP 1

Connect Pipedrive to Xero

Log in to Albato, select Pipedrive and Xero, and follow the quick setup steps—no coding required. Integrate Pipedrive with Xero with just a few clicks!

STEP 2

Build a workflow for your Pipedrive and Xero integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Pipedrive and Xero. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Pipedrive + Xero integration and access all premium features.

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Integration between Pipedrive and Xero is made simple with Albato. Albato is a platform that streamlines the process of connecting and automating tasks between different applications, eliminating the need for complex coding. Through its user-friendly automation builder, Albato enables the creation of workflows that trigger actions across connected apps based on specified events. In the context of Pipedrive and Xero integration, Albato can automate financial and sales processes. For example, when a "New Deal" is triggered in Pipedrive (trigger), it can automatically "Create Invoice" in Xero (action). This integration ensures that sales and financial records are synchronized, reducing manual data entry and improving efficiency. With Albato, connecting Pipedrive to Xero transforms how businesses manage their sales and accounting workflows, making them more integrated and automated.

Xero integration with Pipedrive

Pipedrive

Enhance your Pipedrive CRM experience with Albato's integration capabilities, connecting Pipedrive with 1,000+ popular applications. This powerful integration allows for seamless data flow between Pipedrive and essential tools like Sendinblue, WooCommerce, ActiveCampaign, Typeform, Webflow, RD Station, Shopify, and WordPress. Through Pipedrive's API, you can automate tasks such as searching for deal stages, managing pipelines, updating or creating users, organizations, and leads, ensuring your sales processes are more efficient than ever. With triggers like new or updated deals, organizations, and contacts, Albato's Pipedrive connector empowers sales teams to automate follow-ups and maintain timely communication with leads, all while keeping a close eye on sales performance for continuous improvement.

Xero

Unlock the full potential of Xero by integrating it with Albato, connecting it to over 1,000+ popular applications. This integration, powered by Xero's versatile API, allows you to automate and streamline your accounting processes. Seamlessly integrate Xero with Zoho Books, Zoho CRM, and Excel, enhancing your financial management capabilities. Actions such as creating, updating, and retrieving invoices and contacts in Xero can be automated based on triggers like new or updated invoices and contacts. This connectivity ensures that your accounting information is always up-to-date and synchronized across your essential business applications, simplifying your financial operations and saving valuable time.

Learn how to connect Xero to Pipedrive

How to Connect Pipedrive to Albato for Seamless Integration

CRM

3 min. read

How to Connect Pipedrive to Albato for Seamless Integration

Follow these steps to connect Pipedrive to Albato and use it in your business automations for streamlined CRM management

Frequently asked questions about Pipedrive and Xero Integration

Why is Albato the best alternative to Zapier for integrating Pipedrive and Xero?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Pipedrive and Xero. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Pipedrive and Xero, Albato is the way to go!

Does Pipedrive integrate with Xero on the free plan?

Yes, you can integrate Pipedrive with Xero using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Xero and Pipedrive integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Pipedrive Xero integration at no cost.

How to connect Xero to Pipedrive for scheduled syncs?

To sync Xero with Pipedrive on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Pipedrive integration with Xero seamless and tailored to your specific needs.

Does Pipedrive integrate with Xero in real time?

Yes, Pipedrive integrates with Xero in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Pipedrive integration with Xero instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Pipedrive and Xero integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Xero integration with Pipedrive, ensuring your workflows operate according to your requirements.

How to connect Pipedrive to Xero?

Setting up an integration between Pipedrive and Xero on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Pipedrive and Xero from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Pipedrive (the trigger) that will cause an action in Xero, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Pipedrive and Xero, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Pipedrive and Xero, automating your workflows and saving you time.

How to connect Pipedrive to Xero to sync historical data?

To sync Pipedrive with Xero and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Xero integration with Pipedrive, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Xero to Pipedrive for two-way synchronization?

To integrate Xero with Pipedrive for two-way synchronization, Albato uses a system of triggers and actions. You can link Pipedrive to Xero by setting up two separate automations. The first automation sent data from Pipedrive to Xero. For instance, when a record is created or updated in Pipedrive, the automation ensures the changes are reflected in Xero. The second automation works in reverse, updating Pipedrive when changes occur in Xero.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Xero Pipedrive integration and keeps your data consistent across both platforms.

Build your automation for free!

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Pipedrive and Xero integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Xero and Pipedrive integration

Deal Matching Filter

Person Matching Filter

New Contact

Contact Updated

Update Deal

Create Deal

Create Contact

Create or Update Contact

What users say about Albato

How to Connect Pipedrive to Xero

Connect Pipedrive to Xero

Build a workflow for your Pipedrive and Xero integration

Map your data

How does the integration with Pipedrive and Xero works in Albato?

Xero integration with Pipedrive

Pipedrive

Xero

Learn how to connect Xero to Pipedrive

How to Connect Pipedrive to Albato for Seamless Integration

Frequently asked questions about Pipedrive and Xero Integration

Why is Albato the best alternative to Zapier for integrating Pipedrive and Xero?

Does Pipedrive integrate with Xero on the free plan?

How to connect Xero to Pipedrive for scheduled syncs?

Does Pipedrive integrate with Xero in real time?

How to connect Pipedrive to Xero?

How to connect Pipedrive to Xero to sync historical data?

How to connect Xero to Pipedrive for two-way synchronization?

Build your automation for free!