GoCardless + Pipedrive
Create new Pipedrive deals from newly created GoCardless mandates
Turn new business opportunities into actionable sales tasks with this automation. Whenever a new mandate is created in GoCardless, a corresponding deal will be set up in Pipedrive. This streamlines your sales process, ensuring you stay on top of new mandates and move them swiftly along your sales pipeline.
Turn new business opportunities into actionable sales tasks with this automation. Whenever a new mandate is created in GoCardless, a corresponding deal will be set up in Pipedrive. This streamlines your sales process, ensuring you stay on top of new mandates and move them swiftly along your sales pipeline.
- When this happens...New Mandate Created
Triggers when a payment mandate is created.
- automatically do this!Create Deal
Creates a new deal.
- 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
