# How to Integrate Pipedrive with Xero

> To integrate Pipedrive with Xero, log in to Zapier to create a Zap, set Pipedrive as the trigger app, sign in, test the trigger, select Xero as the action app, log in to Xero, customize the required fields, test the step, and publish the integration.

Canonical: https://livedemo.ai/tutorials/how-to-integrate-pipedrive-with-xero/
Apps: Xero, Pipedrive
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4528ab56e05a00feec93/preview?step=1

## Steps

1. Log in to Zapier, click on "Create," and then select "Zaps" to get started.
2. Click "Trigger" to proceed.
3. Search for "Pipedrive" to set it as Trigger App.
4. Choose a trigger event.
5. Sign in to your Pipedrive account and click "Continue."
6. Click “Test trigger.”
7. Click "Continue with selected record."
8. Search and select "Xero" as the action app. It's a Pro app so you may need to buy a plan to use this integration.
9. Choose an event under Xero.
10. Login to your Xero account, then click "Allow access."
11. After signing in, click “Continue.”
12. Complete and customize the required fields, then select "Continue."
13. Click “Test step.”
14. Click "Publish" to complete the integration.