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Pipedrive Advanced Automation - SyncQ

By Pipedrive Advanced Automation - SyncQ
5 out of 5 stars
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 apps. SyncQ instantly syncs your Pipedrive records with Xero!
Rated
5.0
out of 5
Reviewed by
2
Xero users
Listed for
12 months
February 2023
Key functions
CRM

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)

Reviews & ratings

5.0 out of 5 stars
2 Reviews

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Most recent reviews

CH
Chris Hull
Posted 29 Sep 2023
5 out of 5 stars

Good Time Saver

Pushes date from your CRM to Xero. Saves time, contact info, invoice data, quote data.. can be pushed across in one click. Book in for the free training and they set it up for you while you watch.
AB
Andrew Barraclough
Posted 21 Aug 2023
5 out of 5 stars

SyncQ support

The support crew were great, helpful and took their time to get us to where we needed to be, would recommend.

Additional info

Shared data

Xero
Pipedrive Advanced Automation - SyncQ
Invoicesshared from Xero to Pipedrive Advanced Automation - SyncQ and from Pipedrive Advanced Automation - SyncQ to Xero
Contactsshared from Xero to Pipedrive Advanced Automation - SyncQ and from Pipedrive Advanced Automation - SyncQ to Xero
Quotesshared from Xero to Pipedrive Advanced Automation - SyncQ and from Pipedrive Advanced Automation - SyncQ to Xero
Itemsshared from Xero to Pipedrive Advanced Automation - SyncQ and from Pipedrive Advanced Automation - SyncQ to Xero

Functions

CRM

Industries

Construction and tradesProfessional servicesAccounting

App details

By Pipedrive Advanced Automation - SyncQ
Added in 2023

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@syncq.net

Contact

+16506656699

Get started with Pipedrive Advanced Automation - SyncQ

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.