Hi,
I recently came across Xero integration for pipedrive that adds web interface right inside the pipedrive’s account and want to know how I can implement something like that? Can any developer make such apps or do he needs to work closely with pipedrive for such implementation? Are there any specific code that could be taken as reference
Thanks
Hey there,
We currently only offer this option to Xero (as we built the integration internally), but our intention is to offer this functionality to other Invoicing integrations as well (and later on other categories as well).
We’re still in the process of writing up documentation and clearing up a few things before it’s publicly available, but when it is it we’ll be sure to announce it.
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Yes, developers can build integrations like this using Pipedrive’s Developer Platform and APIs. You don’t necessarily need to work directly with Pipedrive to create the app, but you do need to follow their app extension framework for things like panels, pop-up windows, embedded interfaces, and OAuth authentication.
The “web interface inside Pipedrive” you’re referring to is usually built using:
• Pipedrive App Extensions (Panels / Modals)
• OAuth connection flow
• Pipedrive REST APIs
• External backend services
• Third-party APIs like Xero
Our Cloudify Pipedrive ↔ Xero integration works in a very similar way.
We also added features beyond basic syncing, such as:
• One-click invoice creation
• Invoice review before sync
• Replay failed syncs
• Real-time invoice visibility inside Pipedrive
• Automatic customer, contact, and product syncing between Pipedrive and Xero