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Create new contacts in Xero from new persons in Pipedrive CRM

Make.com2 modulesv1.0

PipedriveXero

This template regularly checks for new persons 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.

At a glance

Create new contacts in Xero from new persons in Pipedrive CRM is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Pipedrive, Xero. It's free to download. Follow the 5-step import below to go live in minutes.

Platform: Make.com
Connects: Pipedrive, Xero
Modules: 2
Price: Free
Version: v1.0

About this workflow

This template regularly checks for new persons 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.

How to import this Make.com workflow

1
Download the blueprint JSON file after purchase.
2
Open Make.com → go to Scenarios → click Import Blueprint.
3
Select the downloaded JSON file and confirm.
4
Connect your app credentials in each module.
5
Run once manually to test, then activate the schedule.

Setup guide

Step 1: Connect your apps

Log in to your Make.com account and open the Connections tab. Click “Add connection” and select Pipedrive from the app list. Enter your Pipedrive credentials to authorise the connection...

Step 2: Import the blueprint JSON

Download the blueprint JSON file from your purchase page. In Make.com, go to Scenarios → Import Blueprint and upload the file. All modules and connections will be pre-configured...

Setup guide included

Purchase to unlock the full step-by-step guide

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