Pipedrive Advanced Automation - SyncQ
Pipedrive Advanced Automation - SyncQ can help your business
Sell products and/or services
- Get and keep customers or clients
Manage operations
- Maintain suppliers or partners contacts details
- Manage customer or client relationships
Manage accounts, cash flow and finance
- Invoicing and debt collection
- Receive invoices or bills
Overview
Sync Xero records with Pipedrive and vice versa automatically. View quotes, invoices and payments directly in Pipedrive. No need to log in to Xero and switch between tabs. SyncQ instantly syncs your Pipedrive records with Xero! Manual entry in Pipedrive and Xero leads to mismatched data and slows down business operations. Business process automation helps to prevent that. Also, customers usually prefer automated to manually created bills.
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 check the following link:
https://xpipe.syncq.net/installation.html
For any help contact us at support@syncq.net.
14 days free trial.
PROFESSIONAL US$ 29.00/month. Includes 2 licenses. Effective USD 14.5/user/month
PROFESSIONAL US$ 208.00/year. 40% discount on the annual plan. Includes 2 licenses. Effective USD 8.66/user/month
BUSINESS US$ 49.90/month. Includes 5 licenses. Effective USD 9.98/user/month
ENTERPRISE US$ 80.00/month. Includes 10 licenses. Effective USD 8.00/user/month
(You will only need a SyncQ license for the Pipedrive users who need to sync data to Xero, not for all.)
Support: Ph. +1-650-665-6699 Email: support@syncq.net
