Integrate XERO Quotes with Pipedrive
Make an integration with Pipedrive to be able to quote from pipe drive or at minimum share a link to Pipedrive from a XERO quote.
Letitia Sikora
shared this idea
Hi Letitia, we have an open API that enables interested applications to develop and build an integration with Xero themselves. However, being open we don't tend to build integrations with 3rd parties ourselves.
You can share this link to our Developer community with Pipedrive which they can explore if they're interested.
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Elise Lopez
commented
Familiarize yourself with the APIs provided by Xero and Pipedrive. This will involve understanding how to authenticate, doing crm data enrichment(https://www.globaldatabase.com/data-enrichment) (such as quotes from Xero and deals from Pipedrive), and perform actions (such as creating quotes or updating deals). Decide on the specific workflow you want to implement. For example, do you want to create a quote in Xero when a deal is won in Pipedrive, or do you want to attach a link to Pipedrive deals in Xero quotes?