How can I filter which Xero contacts create deals?

DryMerge allows you to filter contacts based on criteria like contact type or associated account status.

Can I customize the deal details?

Yes, you can customize the details of the newly created deals in Pipedrive, such as assigning specific pipelines or stages.

Which people use this automation? What do they use it for?

This automation is used by sales and accounting teams to capture new business opportunities as soon as they arise in the accounting system.

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Pipedrive + Xero

Create Pipedrive deals from new Xero contacts

Automatically create Pipedrive deals when new contacts are added to Xero, ensuring no potential sales opportunities are missed. This is ideal for businesses that want to align their accounting and sales efforts.

New Xero Contact

Detects when a new contact is added in Xero, seamlessly aligning your accounting and sales efforts.

Create New Deal

Automatically creates a new deal in Pipedrive, ensuring no potential sales opportunities are missed.

See more Pipedrive to Xero integrations or use AI to customize your automation.

or pick a common variation below

Update Pipedrive Deals with Xero Invoice Payments

Pipedrive + Xero

Notify Teams of Overdue Payments from Pipedrive Deals in Xero

Pipedrive + Xero

Create Xero Bills from Expenses Logged in Pipedrive

Pipedrive + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Pipedrive deals from new Xero contacts"

Create Pipedrive deals from new Xero contacts

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Pipedrive + Xero.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

Related apps

HubSpot

CRM Platform

Salesforce

Sales CRM

Microsoft Excel

Spreadsheets

Get Started with DryMerge

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