Pipedrive + Xero

Update Xero contacts with new Pipedrive notes

Keep your customer records up-to-date by syncing notes from Pipedrive to Xero. This helps ensure that all departments have access to the latest customer insights and interactions.

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New or Updated Note

Detects whenever a note is added or updated in Pipedrive.

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Sync Note to Xero

Automatically updates the customer's record in Xero with the latest note from Pipedrive, ensuring up-to-date information.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Xero contacts with new Pipedrive notes"

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Update Xero contacts with new Pipedrive notes

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.

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Pipedrive + Xero.

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Create Activity

Creates a new activity in Pipedrive

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Update Activity

Updates an existing activity in Pipedrive

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Delete Activity

Deletes an activity in Pipedrive

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Create Deal

Creates a new deal in Pipedrive

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Update Deal

Updates an existing deal in Pipedrive

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Delete Deal

Deletes a deal in Pipedrive

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Add Follower to Deal

Adds a follower to a deal in Pipedrive

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Remove Follower from Deal

Removes a follower from a deal in Pipedrive

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Create Lead

Creates a new lead in Pipedrive

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Update Lead

Updates an existing lead in Pipedrive

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Delete Lead

Deletes a lead in Pipedrive

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Create Note

Creates a new note in Pipedrive

App details

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Pipedrive

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

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Xero

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

Related apps

Get Started with DryMerge

Sign up for a free trial and start automating today.