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Xero
Cloudify ApS · Manage contracts · Kostenpflichtig
Convert deals into Xero invoices and track revenue in Pipedrive. Avoid errors, save time, and automate invoicing with Pipedrive Xero integration.
REVIEWS
9
⌀ RATING
5.0
REVIEWS/TAG
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REV/INSTALL
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INSTALLS
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MOMENTUM
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FEATURES · WAS DIE APP KANN
- Xero
- Xero
- Xero Integration — Create/Update invoices and quotes in Xero
- Dashboard
- Xero Integration — Creates/Updates invoices and quotes in Xero
WETTBEWERB · MANAGE CONTRACTS
| App | Reviews | Rating | Momentum |
|---|---|---|---|
| BoloSign – eSignature and PDF Automation | 1 | 4.0 | — |
| Business Central Integration | 1 | 5.0 | — |
| Chaindoc | 0 | 0.0 | — |
| Click2Contract | 13 | 4.5 | — |
| ClickSend SMS | 11 | 5.0 | — |
| Collectdesk | 0 | 0.0 | — |
| Contract magic by Oneflow for Pipedrive | 11 | 4.0 | — |
| Contractbook for Pipedrive | 0 | 3.0 | — |
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Kostenpflichtig
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📊 SKALA
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SCREENSHOTS
BESCHREIBUNG
### Xero Integration by Cloudify Overview
**Features**:
- Automatic Deal to Invoice/Quote Creation
- Replay Unsuccessful syncs with ease
- Once click option to generate and review invoices in Pipedrive before syncing it to xero
**Key Business Benefits**:
**1. Eliminate Manual Work**
- No double data entry between systems
- Automated organization/person, product and invoice/quote creation
**2. Real-time financial data syncing**
- View booked-invoice data directly in Pipedrive contacts
- Stay Informed and in control
**3. Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal activities
**4. Start with Free Expert Onboarding**
- Personalized setup for your Pipedrive account
- Custom guidance for your specific needs
Start your free trial with 15 credits today!
[**Book a free 30-minute onboarding session**](https://meetings.hubspot.com/cloudify/app-assistance) and let us transform your billing process.
### **Integration features**
- **Automatic Deal to Invoice/Quote Creation:** Transform deals into invoices with real-time updates.
- **One-click Invoice**: Create, update, and customize Xero invoices from any stage of a Pipedrive deal with flexible options.
- **Replay Failed Syncs**: Recover unsuccessful syncs
- **Company Creation**: Create Xero customers from Pipedrive
- **Unified Dashboard**: Create, review, and sync invoices from one place
REVIEWS (9)
★★★★★11.3.2026
It's great.
★★★★★3.3.2026
convenient and manageable
★★★★★20.2.2026
Great, pretty easy.
★★★★★14.1.2026
Easy and super reliable. Has made sales flow a breeze.
★★★★★10.12.2025
It's awesome.
★★★★★13.10.2025
Exactly what we were looking for and super easy to setup. Support has been easy to work with, when anything we didn't understand came up. But for the most part super easy integration!
★★★★☆4.8.2025
this is a great integration, however it took a little while to find our way as i cant find much information on the help.
it would also be nice to know how to link a quote or invoice that was created in xero and not in Pipedrive.
when its created in Pipedrive it sync and links nicely, but we are yet to figure out how we can go the other way when the invoice is created in Xero and link it back to deal in Pipedrive.
If you have any information on this, it would me much appreciated.
★★★★★2.7.2025
Works well and solves the issues we faced .
★★★★★16.3.2025
This automated our invoice creation really well! We just have to move our deals in Pipedrive and this app takes care of invoice creation within Xero. Their team always responds if you need any support. Thanks!