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GoCardless + Pipedrive

GoCardless + Pipedrive

GoCardless + Pipedrive integrations

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.

  1. When this happens...
    New Mandate Created
    New Mandate Created
    New Mandate CreatedTriggers when a payment mandate is created.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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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

  • GoCardless triggers, actions, and search
    New Payment Authorisation Request

    Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search
    Mandate Activated

    Triggers when a payment mandate is activated.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search
    New Mandate Created

    Triggers when a payment mandate is created.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search
    Payment Authorisation Approved

    Triggers when a customer successfully sets up their billing information.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search
    Mandate Cancelled

    Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search
    Payment Confirmed

    Triggers when a payment has been collected, but not yet paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search
    Payment Paid Out

    Triggers when a payment has been paid out to your account.

    Trigger
    Instant
    Try It
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About GoCardless
GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.
Related categories
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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