How to integrate Pipedrive – Xero bundle using Zapier?
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Integrations | June 17, 2024
Unveil the power of integrating Pipedrive with Xero through Zapier. Easily synchronize your contacts and simplify data management to improve efficiency.
Creating a new contact on Xero when a new person is created on Pipedrive
How the integration works:
- A new company on HubSpot is created
- Zapier creates a new contact on Xero
- Creating a Zap. On the Dashboard tab, select “Pipedrive” and “Xero” and click “Make a Zap”
Configuring the trigger event
- Selecting the trigger event. A trigger event is a certain action in the trigger app that tells Zapier to activate the Zap. Select the “New Person” option in the dropdown menu and click “Continue”. This way, the trigger will only activate when a new person is added to your Pipedrive.
- Select your Pipedrive account and click “Continue”
- Test the trigger by clicking on the corresponding “Test trigger” button.
- The system should then find the company and display all the information available in its profile. If everything is correct, click on “Continue”
Setting up the action on Xero
- In the next dialogue box, select the action to execute when a new person is created. In our case, select “Create/Update Contact” in the dropdown menu and click “Continue”
- Select your Xero account and click “Continue”
- Next, you need to set up the connection between Xero and Pipedrive. Fill in all of the required fields and click “Continue”
- Then, you need to test the connection between Pipedrive and Xero. If everything is done correctly, you should be able to see the test data on Xero.
- Click on “Publish Zap”
After that, the Zap is set up, configured, and active.
