Why this simple automation is one of the smartest CRM upgrades most teams are still missing
🚩 If you're still manually copying data between your CRM and Xero...stop.
You're:
- Wasting time
- Risking mistakes
- And keeping sales and accounts completely in the dark from each other
The truth is, Pipedrive used to integrate natively with Xero.
But in 2023, that integration was deprecated - and suddenly, thousands of businesses were left without a clear bridge between their sales and finance functions.
And so, most of them just...gave up. (But not you, that's why you're here right?)
Instead of replacing the integration, they replaced it with manual work.
Every quote. Every invoice. Every customer update.
Copied and pasted by hand.
If this sounds familiar - you're not alone
And there's a better way.
Common Questions We Hear (and What They Really Mean)
- "Does Xero integrate with Pipedrive?"
Not natively anymore. But yes - with a proper integration, it can.
- "Can you use Xero as a CRM?"
You can. But you shouldn't. It's built for finance, not sales.
- "Does Pipedrive do invoicing?"
Not directly - but that doesn't mean your sales team can't track invoices.
Let's be clear:
The goal isn't to make Xero a CRM, or Pipedrive an invoicing tool.
It's to help them work together - the way your team already does.
🔗 Why This Integration Matters More Than People Realise
Without integration:
- Sales have no visibility into who's paid and who hasn't
- Account managers are blind to repeat purchase behaviour
- Reps waste time chasing invoices or nudging accounts
- Finance teams get constant "can you just check..." requests
- Reporting across teams is messy, manual, and error-prone
With integration:
- Contacts sync from Pipedrive into Xero automatically
- Invoice statuses can be pulled into CRM (Paid, Overdue, etc.)
- Reps can see customer lifetime value, overdue balances and frequency
- You can tag or filter deals based on payment behaviour
- Your salespeople start making smarter decisions - with less effort
And no one's copy-pasting invoice data at 6pm on a Friday anymore.
How We Do It at Flowbird
We've delivered this integration multiple times - for clients across industries.
Our approach uses Make (formerly Integromat) to:
- Sync contact data one-way or bidirectionally
- Auto-generate invoices in Xero based on deal movements or triggers
- Feed invoice statuses back to Pipedrive for account management
- Apply deal tags like "Good Payer" or "Overdue" dynamically
- Trigger follow-up activities based on payment status
It's customisable, but we've standardised enough of it to keep it quick, clean and affordable.
Who This Is Ideal For
- Businesses with growing sales teams using Pipedrive
- Companies who invoice via Xero and hate double entry
- Teams who want sales + finance visibility without building a custom app
- Anyone who used to rely on the old native integration (RIP)
- Teams who want better data → better decisions → better growth
- Teams focused on account management, not just new business
Why It's Slept On
Because the native integration disappeared quietly - and most people assumed it couldn't be replaced. And because CRM and Finance rarely sit in the same room when systems are being set up.
But when they do?
The result is smoother workflows, better visibility, and smarter decisions at every level.
The Payoff
This isn't a huge system overhaul.
It's a surgical fix with outsized impact:
- Less admin
- Fewer errors
- Smarter sales decisions
- Faster reporting
- Better client experience
And no more "has this invoice been paid" in the group chat.
Want to See It In Action?
We can walk you through exactly how this works - with no obligation, no dev jargon and no fluff.
Just clear, useful insight on how to make your CRM and accounts actually talk to each other again.
📅 Book a quick walkthrough with a Flowbird consultant
(Or send us a screenshot of your current process - and we'll tell you how we'd fix it.)