Conecte Pipedrive y Stripe para desbloquear el poder de la automatización
- No se requiere tarjeta de crédito
- Free para siempre para las funciones principales
- Prueba de 14días para funciones y aplicaciones premium
Configura tu primera integración
Conecte rápidamente Pipedrive a Stripe con una plantilla Zapier.
Nuestra plantilla más popular
Cómo funciona Zapier
Zapier facilita la integración de Pipedrive con Stripe - sin código. Vea cómo puede realizar la configuración en minutos.
Elija un trigger
Un trigger es el evento que inicia tu Zap, como un "Filter de coincidencia de actividad" de Pipedrive.
Añade tu acción
Una acción ocurre después del trigger, como "Cancelar suscripción" en Stripe.
¡Estás conectado!
Zapier se conecta sin problemas Pipedrive y Stripe, automatizando su flujo de trabajo.
Desencadenantes y acciones compatibles
Zapier te ayuda a crear flujos de trabajo que conectan tus aplicaciones para automatizar tareas repetitivas. Un trigger es un evento que inicia un flujo de trabajo, y una acción es un evento que realiza un Zap.
- Filtro de actividadRequerido
PruébaloDesencadenarSondear- Copiar
- FilterRequerido
- Estado del trato
PruébaloDesencadenarSondear- Nuevo cliente futurible
Se dispara cuando se crea un cliente futurible.
PruébaloDesencadenarSondear - Nueva nota
Se dispara cuando se crea una nueva nota.
PruébaloDesencadenarInstante
- Nueva actividad
Se trigger cuando se crea una nueva actividad.
PruébaloDesencadenarInstante - Nuevo Trato
Se activa cuando se crea un nuevo trato.
PruébaloDesencadenarInstante - NotaRequerido
PruébaloDesencadenarSondear- FilterRequerido
PruébaloDesencadenarSondear
Zapier es la plataforma de automatización elegida por el 87% de las empresas de Forbes Cloud 100 en 2023
93%
Clientes que dicen que usar Zapier los ha ayudado a mejorar en su trabajo
25m
Los clientes han creado más de 25 millones de Zaps en la plataforma
6 minutos
El usuario promedio tarda menos de 6 minutos en configurar un Zap
Formas prácticas de utilizar Pipedrive y 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.
Propietario de un negocioUpdate 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 y operaciones de marketingTrack 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.
Operaciones de ventasAprenda a automatizar Pipedrive en el blog de Zapier
Aprenda a automatizar Stripe en el blog de Zapier
Frequently Asked Questions about Pipedrive + Stripe integrations
¿Eres nuevo en la automatización con Zapier? No estás solo. Aquí encontrará algunas respuestas a preguntas comunes sobre cómo funciona Zapier con Pipedrive y 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.
