Create new contacts in Xero from new organizations in Pipedrive CRM
Create new contacts in Xero from new organizations in Pipedrive CRM
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About
This template regularly checks for new organizations in Pipedrive CRM and uses the retrieved information to create a new contacts in Xero.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Trusted by thousands of fast-scaling organizations around the globe
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a contact to a specified contact group.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Archives a contact with a given ID.
Cancels a recurring subscription.
Creates a new bank transaction.
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How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
