Bringing Pipedrive and Xero on to one screen with your other favourite cloud apps to help you work smarter.
Applications and Use Cases
When a Sales Person or an Account Manager wants to know the status of previous sales before selling anything new. When chasing late payments, its good to know who to call.
What do you need
Add Pipedrive Contacts and Xero A/R Apps to a Page on a Work Space. Login to Pipedrive and authenticate Xero. Then you are ready to go.
How it works
When an organisation is selected on Pipedrive, Xero displays details of invoices due, overdue and paid. When an invoice is selected on Xero, Pipedrive displays associated customer details. Click to access the invoice.