Pipedrive Advanced Automation - SyncQ
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 for 14 days free trial. Pricing starts at $24.90 USD per Pipedrive user per month (per Xero Company). (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
