Get this template

Create new contacts in Xero from new organizations in Pipedrive CRM

Create new contacts in Xero from new organizations in Pipedrive CRM

Get this template
Make template animation background

Apps used in template

Pipedrive CRM
Pipedrive CRM
Xero
Xero

About

Share

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

Logo for FINN
Logo for Bamboo HR
Logo for Spotify
Logo for BNY
Logo for Bolt

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

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.

Xero
Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Action
Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Follower (Deprecated)

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription (Deprecated)

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription (Deprecated)

Adds a new installment subscription.

Action
Pipedrive CRM
Add an Installment to a Deal

Adds an installment to a deal.

Action
Xero
Archive a Contact

Archives a contact with a given ID.

Action

FAQ

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

Trusted by 350,000+ customers

"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."

Head of Operations at Teleclinic portrait

Philipp Weidenbach

Head of Operations at Teleclinic

"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."

COO at Shop Accelerator Martech portrait

Cayden Phipps

COO at Shop Accelerator Martech

"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

Product Owner at Smaily portrait

Erkki Markus

Product Owner at Smaily

"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

CTO & Co-founder at FINN portrait

Andreas Stryz

CTO & Co-founder at FINN

"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."

Owner of Media Production portrait

Kimberly D

Owner of Media Production