GoCardless + Pipedrive

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.

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...
    GoCardlessGoCardless
    New Mandate Created

    Triggers when a payment mandate is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

  • 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
gocardless logo
gocardless logo

About GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.
Learn more

Related categories

  • Payment Processing
pipedrive logo
pipedrive logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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