How to Integrate Pipedrive with Xero
- George Apostolov
How to Integrate Pipedrive with Xero: step-by-step guide
Log in to Zapier, click on "Create," and then select "Zaps" to get started.
Click "Trigger" to proceed.
Search for "Pipedrive" to set it as Trigger App.
Choose a trigger event.
Sign in to your Pipedrive account and click "Continue."
Click “Test trigger.”
Click "Continue with selected record."
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.
Choose an event under Xero.
Login to your Xero account, then click "Allow access."
After signing in, click “Continue.”
Complete and customize the required fields, then select "Continue."
Click “Test step.”
Click "Publish" to complete the integration.
Quick answer: 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.
About this Xero tutorial
Connect Pipedrive to Xero using Zapier. Set up triggers and actions, log into both accounts, and publish the integration. This guide shows how to integrate Pipedrive with Xero in 14 steps, starting with "Log in to Zapier, click on 'Create,' and then select 'Zaps' to get started" and finishing with "Click 'Publish' to complete the integration". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate Pipedrive with Xero?
14 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero and Pipedrive. Related guides: How to Integrate Slack with Xero, How to Integrate Toggl with Xero and How to Issue an Existing Credit Note in Xero. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
