GoCardless + Pipedrive
Create new Pipedrive persons from newly created GoCardless mandates
Create new contacts in Pipedrive immediately when new mandates are set up in GoCardless. This workflow boosts efficiency by seamlessly linking your commerce and CRM operations. It ensures crucial customer data from GoCardless is instantly available in Pipedrive, giving your sales team timely, actionable information for improved customer interactions. It's an effective solution to eliminate data entry and ensure you have the most accurate information at your fingertips.
Create new contacts in Pipedrive immediately when new mandates are set up in GoCardless. This workflow boosts efficiency by seamlessly linking your commerce and CRM operations. It ensures crucial customer data from GoCardless is instantly available in Pipedrive, giving your sales team timely, actionable information for improved customer interactions. It's an effective solution to eliminate data entry and ensure you have the most accurate information at your fingertips.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Person
Creates a new person.
- Free forever for core features
- 14 day trial for premium features & apps
New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItMandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItPayment Secured
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItPayment Paid Out
Triggers when a payment has been paid out to your account.
Try It
