Pipedrive Advanced Automation - SyncQ
Overview
SyncQ for Pipedrive and Xero provides seamless, bi-directional synchronization between Pipedrive CRM and Xero Accounting. With fully customizable mapping, businesses can define exactly how Pipedrive deals, organizations, people, and products are synced as Customers, Quotes, Invoices, and Bills in Xero—no coding required. Records can be synced manually by clicking the SyncQ button or automatically through Pipedrive automation–triggered auto sync, ensuring instant updates whenever workflows trigger changes. Auto sync is also available from Xero to Pipedrive, and sales teams can view quotes, invoices, and payments directly within Pipedrive along with PDF links.
In addition to Pipedrive, SyncQ also supports Salesforce and HubSpot automation, delivering the same level of flexibility, 100% customizable mapping, and workflow-based control across these leading CRMs.
Pipedrive Advanced Automation - SyncQ + Xero
✓ Automatically sync Xero transactions with Pipedrive
✓ Quotes, invoices and payment history are synced with Organizations and People in Pipedrive
✓ Instantly sync data both ways
✓ Sync Pipedrive records with Xero contacts, quotes, invoices and more
✓ Track sales trends and receivables in Pipedrive
✓ Customizable mapping based on business needs
✓ Use one deal to multiple quotes/invoices for progressive billing
✓ Email quotes and invoices can be sent out directly from Pipedrive
✓ Connect multiple Xero companies
✓ PDF format of quotes and invoices (license required to view)
Getting started
For installation instructions and the sync process, please visit the SyncQ HelpDesk Support URL.
14-day free trial available.
BUSINESS US$ 49.90/month Includes 5 licenses Effective: US$ 9.98/user/month
ENTERPRISE US$ 80.00/month Includes 10 licenses Effective: US$ 8.00/user/month
(A SyncQ license is only required for Pipedrive users who need to sync data with Xero, not for all users.)
Support 📞 +1-650-665-6699
Contact SyncQ support for Free mapping assistance.
For Salesforce and HubSpot integrations and free mapping assistance, contact support or visit SyncQ.
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