Win it in Pipedrive. Invoice it in Xero, paid status back on the deal.

The deal is won. Someone in accounts rebuilds it as a Xero invoice from a screenshot. Sales rings accounts a week later to ask if it was paid. We connect Pipedrive and Xero so the invoice raises itself, the customer exists once, and the deal knows when the money lands.

Start with a free audit. Give us your website and we map the tools you run and where the same details get typed twice, before we speak.

5.0 from Google reviews

The call takes thirty minutes. You keep the map whether or not you hire us.

Pipedrive to XeroOne connection, every run logged
  1. Pipedrive Won deal raises the invoiceDrafted in Xero with the deal’s products and due date. In
  2. Xero One customer, in both placesMatched on ABN, not duplicated. Synced
  3. Xero Paid status back to the dealPaid in Xero, and the deal in Pipedrive knows. Synced
  4. Pipedrive Production and stock, for manufacturersA production order in Cin7, Unleashed or Katana, from the same deal. Synced
Connection healthMonitored

Every run is logged, so your bookkeeper can check what moved and when.

An example of a connection we build

An example. We map your own systems in the free audit.

Trusted by businesses across Albury Wodonga and regional Australia

Pandora Frontline Trays & Trailers Chargeroo Angie Ioannou Commercial Real Estate Cycle Station TWJ Trades The Landscapers Rest DWA Ignition ASV Shiny Side Up Albury Florist Centre Lighting Bonanza Footsteps Podiatry Clean Energy Solutions
What it replaces 2 entries

Every organisation typed into Pipedrive, then typed again into Xero. Every won deal rebuilt as an invoice by hand.

After we connect them 1 entry

Create the organisation once. Win the deal once. The invoice, the contact and the paid status follow on their own.

Runs 24/7

Invoices raised at 9pm on a Friday if that is when the deal closes.

Lock-in 0

Built in your Pipedrive and Xero accounts. You own the connection and the documentation.

Also connects

Cin7, Unleashed and Katana for stock and production orders. Shopify if you sell direct. HubSpot if you are moving CRM.

MYOB instead of Xero is the same build with a different accounting API.

01

What moves

Won deal raises the invoice

When a deal is marked won, or reaches any stage you pick, an invoice is drafted in Xero with the deal's products, quantities, tax rates and due date. Someone still approves it. Nobody rebuilds it.

  • Products and quantities carried as line items
  • GST and account codes mapped per product
  • Draft or approved, your call per pipeline
Diagram: two systems syncing both ways
Diagram: a working week with the recovered hours marked
02

What moves

One customer, in both places

A new organisation in Pipedrive becomes a contact in Xero. One that already exists in both is matched on ABN, not duplicated. Address and contact changes flow one way, from the system you name.

  • Organisations matched on ABN before creating
  • Contacts and addresses from the system you name
  • No duplicate customer in Xero for every new deal
03

What moves

Paid status back to the deal

When the invoice is paid in Xero, the deal in Pipedrive knows. Reps stop ringing accounts, and overdue invoices can create an activity for the rep who owns the relationship.

  • Paid, part paid and overdue on the deal
  • Overdue can create an activity for the rep
  • Revenue reports in Pipedrive from real Xero figures
Diagram: records kept in step across systems
Diagram: a working week with the recovered hours marked
04

What moves

Production and stock, for manufacturers

A won deal often means a production order in Cin7, Unleashed or Katana as well as an invoice. The same connection can raise it, and stock levels can feed back to Pipedrive so reps do not sell what is not there.

  • Production or sales order raised on win
  • Stock on hand visible on the product in Pipedrive
  • Deposit invoice on win, balance on dispatch

Before you pay

Read this part first.

Some of what is on this page you can get without us. The rest is where the money goes. Both are written down here so you can decide before the call.

What the marketplace app already covers

Pipedrive's marketplace lists Xero connectors, and for a business that just wants to see Xero invoices on a deal, one of them may do. This build is for businesses where the invoice has to raise itself with the right line items and tax codes, where deposits and balances follow a schedule, or where a production order has to be raised at the same time.

What we will not do

Sync every field both ways. One source of truth per field. Pipedrive owns the pipeline. Xero owns the money.

How it works

What we actually do, in the order we do it.

Every step below is work you can verify. Ask any provider to show you the same list for what they are doing.

1. Map the pipeline to the ledger

Which stage means an invoice exists. Which products map to which Xero account codes. Whether a deposit is raised on win and the balance on dispatch. An afternoon with sales and accounts in the same room.

2. Match the records you already have

Most businesses have customers in both systems already, spelled two different ways. We match them on ABN and email before anything goes live, so day one does not create duplicates.

3. Build it, then try to break it

A deal with no products. An organisation with no ABN. A product missing a tax code. Xero being down for ten minutes. Each has a defined outcome before launch, never a silent skip.

4. Monitor it

Every invoice the connection raises is logged. If a run fails, we are alerted, and in most cases it is fixed before your bookkeeper notices.

What clients say.

5.0 6 Google reviews, all five stars Read them all
Absolutely brilliant! Lee is extremely knowledgeable, not just in making websites, but also in business strategy and he has really helped me with both my website and to improve my business in general. Fantastic results! Anyone who is looking to take their business to the next level or just have it be more professional should definitely talk to Lee!
DMDigby MarschallGoogle review
Automatrix made it so easy for me to develop what I required for my business. Their professionalism and knowledge is outstanding. Go with them. Best decision you could do for your business.
MTMat ThomasGoogle review
Lee has helped me heaps with improving my business, 10/10 recommend, easy to talk to and very knowledgeable.
PTPeter TravGoogle review
We recently used Automatrix to re-build our website. The new site is great with a simple admin panel that has everything we need when updating our site. The SEO/AEO is really performing as well. The guys are always Helpful when we need them and are always on the front foot with updates etc.
SCSean CalleyGoogle review
Not getting your website AI ready is going to be the same as forgetting to renew your Yellow Pages spot back in the 80s. One month after launching we can already see a big improvement in traffic and enquiries through search.
NMNicolas MazzellaGoogle review
Absolute gun at making websites. Lee helped me the whole way to complete the exact website I wanted and further in every way he could. Legit can’t even write how much I appreciate this guy. A+
JSJames SmeatonGoogle review

Questions about Pipedrive to Xero.

We use MYOB, not Xero.

Same build, different accounting API. MYOB Business exposes invoices, contacts and payments in much the same way, and the Pipedrive side is identical.

Can it raise a deposit on win and the balance on dispatch?

Yes. The schedule is set per pipeline, and the balance invoice can be triggered by a Pipedrive stage or by the dispatch in your inventory system.

Does it work with Cin7 or Unleashed?

Yes. A won deal can raise a sales or production order there as well as the Xero invoice, and stock levels can be shown on the Pipedrive product.

What happens to invoices raised manually?

Nothing. The connection only creates invoices from deals you tell it to and never touches ones it did not create.

How long does it take?

Two to four weeks. Adding production orders takes it to the longer end.

Related

Other integrations we build often.

HubSpotXero

HubSpot to Xero

A won deal raises the Xero invoice with the right line items and tax codes. Paid status comes back to the deal.

Any business with a sales teamSee how it works → ShopifyXero

Shopify to Xero

Orders, gateway payouts, refunds and GST posted so each Shopify Payments, PayPal and Afterpay deposit matches the bank. Wholesale and stock optional.

Manufacturing and industrialSee how it works → simPROHubSpot

simPRO to HubSpot

A won deal becomes a simPRO job with customer, site and quote lines attached. Job status writes back to the pipeline.

Trades and constructionSee how it works →

All nine are listed at integrations, and the general approach is on the systems integration page. Built for manufacturing and industrial among others.

The other half

Connecting your tools does not bring you new customers.

This gives you hours back. It does not make the phone ring. If enquiries are the actual problem, the work is on the other side of the business: see SEO and web design. On the call we will tell you which half is costing you more.

Get your free integration audit.

We look at the tools you run and where the same details get typed twice, then go through it with you on a 30 minute call. You get a map of what should move, which join to build first, and a fixed price.

What happens next

  1. Tell us about the business. Two minutes, here, with your website if you have one.
  2. We do the homework. Before we speak we look at your site, your search results and the systems behind them.
  3. A 30 minute call. The findings in plain words, what to fix first, and a fixed price if you want us to do it.
Lee Sheedy, Founder and Director at Automatrix

Lee SheedyFounder and Director, Automatrix

5.0 on Google

Step 1 of 4

Start with your website

We look at it before the call, so we already know what you run.

You approve the scope and the price before we build. The connection runs in your accounts. Prefer to talk first? Book a 30 minute call.