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.
- When this happens...New Mandate CreatedTriggers when a payment mandate is created.
- automatically do this!Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with GoCardless and Pipedrive
Discover other triggers and actions you can use with GoCardless and Pipedrive
- New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Try ItTriggerInstant - Mandate Activated
Triggers when a payment mandate is activated.
Try ItTriggerInstant - New Mandate Created
Triggers when a payment mandate is created.
Try ItTriggerInstant - Failed Payment
Triggers when a payment fails.
Try ItTriggerInstant
- Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Try ItTriggerInstant - Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Try ItTriggerInstant - Payment Confirmed
Triggers when a payment has been collected, but not yet paid out to your account.
Try ItTriggerInstant - Payment Paid Out
Triggers when a payment has been paid out to your account.
Try ItTriggerInstant






