Xero Accounting Data Now Works for Sales—in Pipeliner CRM!
Sync your Xero accounting info with Pipeliner CRM to see useful data right in your contact records.
Xero is Cloud-based accounting and payroll software for small businesses—elegant, simple, and powerful.
Accounting and Sales work seamlessly together through Zapier integration between Xero and Pipeliner CRM. Account info, invoices and contact records all benefit from bi-directional syncing of data between the systems. Now your Sales department can see customers’ accounting information, and use that knowledge to become more efficient.
Key Features by Integrator
Pipeliner to Xero Integration by Zapier
Zapier lets you connect apps together to help automate tedious tasks between two apps with Triggers, Searches and Actions. Read more...
Zap Triggers for Pipeliner
New Contact; Triggered when you add a new contact.
New expense claim receipt; Triggered when you add a new draft expense claim receipt.
New bill; Triggered when you add a new bill. ( Accounts Payable)
New payment; Triggered when you receive a new payment.
New sales Invoice; Triggered when you add a new sales invoice (Accounts Receivable)
Zap Searches for Pipeliner
Zappier doesn’t have any searches feature yet for Xero, but they are working on it.
Zap Actions for Pipeliner
Create Bill; Creates a new bill (Accounts Payable)
Create Sales Invoice; Creates a new sales invoice (Accounts Receivable)
Create/Update Contact; Creates a new contact or updates a contact if a contact already exists.
Create Payment; Applies a payment to an invoice.
Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.