Pipedrive - Xero with OneClick

Learn how you can create invoices or even quotes with correct products and prices with just one click in Pipedrive.

It's easy.

By connecting Pipedrive and Xero, you can send invoices quickly and easily, helping you manage sales and finances more efficiently and provide better customer service.

However, if you want more control over invoicing, you can use Zimple OneClick to create invoices from Pipedrive deals with just one click, at the right time for each customer.

  1. Install OneClick in pipedrive. It’s easy and free.
  2. Once done, the app will appear in the deals left sidebar.
  3. Build a zapier.com Zap or a make.com Scenario to create the invoice at OneClick

How to build a zap?