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GoCardless + Pipedrive

GoCardless + Pipedrive

GoCardless + Pipedrive integrations

Create instant first payments and direct debit mandates in GoCardless for new organizations in Pipedrive

Organize your finances with this workflow. When a new organization is added in Pipedrive, it initiates the process to instantly generate a first payment and establish a Direct Debit Mandate in GoCardless. This automation streamlines your payment collection process, reducing manual work and helping to ensure prompt payment, improving the overall management of your business finances.

  1. When this happens...
    New Organization
    New Organization
    New OrganizationTriggers when a new organization is created.
  2. automatically do this!
    Create Instant First Payment + Direct Debit Mandate
    Create Instant First Payment + Direct Debit Mandate
    Create Instant First Payment + Direct Debit MandateCreates an instant first payment request and also request authorisation to collect future direct debit payments from a customer's bank account. Not available in all regions.
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More things you can do with Pipedrive and GoCardless

Discover other triggers and actions you can use with Pipedrive and GoCardless

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    • Copy
    • Filter
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    • Deal status
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  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
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    • Note ID
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    • Filter
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    Trigger
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About GoCardless
GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.
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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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