Hi there, needing help on setting it up so we can view Xero invoice in a Pipedrive deal?
Is this an option. Hva read all help articles etc, and no luck
Hey @Sara_Orsborn
Welcome to the community
I can Set up an automation to fetch Xero invoices and link them to the relevant Pipedrive deals using tools like
Make.com. This setup ensures that your Pipedrive deals are always up-to-date with the latest invoice information from Xero.
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Thanks. How do you match Xero & PD?
All the mapping options in each are very complicated