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Set up your first integration
Quickly connect Pipedrive to Stripe with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with Stripe - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects Pipedrive and Stripe, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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Practical ways you can use Pipedrive and Stripe
Create new customers in Stripe from new people in Pipedrive
When a new person is added in Pipedrive, Zapier creates them as a customer in Stripe. This automation eliminates manual data entry, ensuring customer billing records are ready to go. It reduces errors and speeds up the onboarding process for new clients.
Business OwnerUpdate leads in Pipedrive from new Stripe subscriptions
Whenever a new customer subscribes to a plan in Stripe, Zapier updates their lead information in Pipedrive. This keeps the CRM up-to-date for marketing teams, enabling them to act on the latest customer data efficiently and improve lead engagement.
Marketing & Marketing OpsTrack payments for deals won in Pipedrive
Once a deal is updated to 'won' in Pipedrive, Zapier records the corresponding payment in Stripe. This saves the sales team time and ensures accurate tracking of revenue tied to closed deals, improving operational efficiency and financial visibility.
Sales OpsLearn how to automate Pipedrive on the Zapier blog
Learn how to automate Stripe on the Zapier blog
Frequently Asked Questions about Pipedrive + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Stripe
How do I start integrating Pipedrive with Stripe?
To begin integrating Pipedrive with Stripe, you'll first need to create an account with us and connect both your Pipedrive and Stripe accounts. From there, you can set up automated workflows by choosing triggers like 'new deal in Pipedrive' and actions such as 'create customer in Stripe.'
Can I automate the process of creating invoices in Stripe from Pipedrive deals?
Yes, you can automate invoice creation. When a new deal reaches a specific stage in Pipedrive, our integration allows you to trigger an action that automatically creates an invoice in Stripe.
What if I want to update a customer's payment details in Stripe when it changes in Pipedrive?
You can set up a workflow where updating customer details in Pipedrive triggers an action that modifies the payment information for that customer in Stripe, keeping data synchronized across both platforms.
Is it possible to track successful payments from Stripe within my Pipedrive dashboard?
Absolutely. You can configure our integration to track successful payments as activities or notes on deals within your Pipedrive dashboard whenever there's a successful transaction in Stripe.
How can we manage refunds from transactions tracked in both systems?
Refunds processed in Stripe can trigger an update or note on the corresponding deal or activity within Pipedrive using our integration tools, ensuring you keep every team member informed.
Are there limitations on the types of triggers available between these apps?
We offer a wide range of triggers like 'new customer,' 'new invoice,' or 'payment succeeded' for both systems. However, it's important to check if very specific or niche events meet your requirements before setup.
What should I do if I'm running into issues with my integration setup?
If you're experiencing issues with your integration setup between Pipedrive and Stripe, we recommend consulting our troubleshooting guides available on our support page or reaching out to our support team directly for assistance.