Connect Pipedrive CRM and Stripe integrations
Improve your business efficiency by automating sales with Pipedrive CRM and managing financial transactions with Stripe, freeing up time for strategic growth and minimizing errors through integration.
Triggers when a new activity is added, updated or deleted.
Triggers when a new deal is added, updated or deleted.
Triggers when a new note is added, updated or deleted.
Triggers when a new organization is added, updated or deleted.
Triggers when a new person is added, updated or deleted.
Triggers when a new product is added, updated or deleted.
Triggers when a new activity is added or updated.
Triggers when a new deal is added or updated.
Triggers when a new email is added to Inbox.
Triggers when a new lead is added or updated.
Triggers when selected event of the selected object occurs.
Triggers when a new note is added or updated.
Triggers when a new organization is added or updated.
Triggers when a new person is added or updated.
Triggers when a new product is added or updated.
Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.
Cancels a previously created payout.
Captures an existing uncaptured payment intent by its ID.
Confirms a payment intent by its ID. Upon confirmation, the payment intent will attempt to initiate a payment.
Creates a new customer object.
Creates a new invoice by the customer ID.
Creates a new invoice item to be added to a draft invoice.
Creates a Payment Intent.
To send funds to your own bank account, you create a new payout object.
Creates a new refund.
Permanently deletes a customer. It cannot be undone.
Permanently deletes a draft invoice. Use "Void an Invoice" module for finalized invoice.
Permanently deletes an invoice item which is not attached to invoices, or if it’s attached to a draft invoice.
Finalizes a draft invoice by its ID.
Performs an arbitrary authorized API call.
Retrieves the balance transaction with the given ID.
Retrieves the details of an existing customer.
Retrieves the details of an existing invoice with the given ID.
Retrieves the details of an existing invoice item with the given ID.
Retrieves the details of a Payment Intent that has previously been created.
Retrieves the details of an existing payout.
Retrieves the details of an existing refund.
Retrieves the current account balance.
Updates the specified customer by setting the values of the parameters passed.
Updates the specified invoice by setting the values of the parameters passed.
Updates the specified invoice item by setting the values of the parameters passed.
Updates the specified payment intent by setting the values of the parameters passed.
Updates the specified payout by setting the values of the parameters passed.
Updates the specified refund by setting the values of the parameters passed.
Voids a finalized invoice with the given ID. This cannot be undone.
Returns a list of transactions that have contributed to the Stripe account balance.
Retrieves a list of customers.
Retrieves a list of invoice line items by the invoice ID.
Returns a list of existing payouts sent to third-party bank accounts or that Stripe has sent you.
Returns a list of all refunds you’ve previously created.
Retrieves a list of payment intents or filters by customer ID.
Retrieves all lines of the specified payment link.
Retrieves a list of customers filtered by criteria.
Retrieves a list of invoice items filtered by criteria.
Retrieves a list of invoices filtered by criteria.
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Build your Pipedrive CRM and Stripe integrations.
Integrate Pipedrive CRM as a trigger to automate your sales processes and Stripe as an action to manage financial transactions. With this setup, new customer sign-ups in Pipedrive can automatically trigger actions in Stripe, like generating invoices, processing payments, and tracking financial data. This synchronization reduces manual effort, minimizes errors, and allows time for strategic tasks, creating an integrated workflow between sales and financial operations. Experience increased productivity by using Pipedrive CRM's data management as a trigger and Stripe's payment functionalities as an action.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.
Cancels a previously created payout.
Cancels a recurring subscription.
Captures an existing uncaptured payment intent by its ID.
Popular Pipedrive CRM and Stripe workflows.
Discover integration with Pipedrive CRM and Stripe. Automate workflows, sync customer data, and optimize operations for robust performance.
Create Stripe customers for new Persons in Pipedrive CRM
Every time a person is created in your Pipedrive CRM, Make will automatically create an identical customer in your Stripe.
TRY IT ->Create Payment in Noloco from new Stripe payments
Keep your payment records up to date by automatically creating a new entry in your Noloco app whenever a Stripe payment is received. This is perfect for building internal dashboards, reconciling transactions, or tracking customer payments alongside your other business data. This workflow watches for new payment_intent.succeeded events in Stripe and sends relevant info (amount, currency, customer email, etc.) to your Noloco app. Before using this template: Ensure your Noloco app includes a Payments table (or similar) with fields like Amount, Currency, Email, Payment Date, and Stripe ID. If needed, use Noloco AI to quickly create this table. This template was created by Noloco. For help getting started, use the in-app support chat or visit guides.noloco.io.
TRY IT ->Transfer Stripe link payments to KlickTipp
This Make scenario connects Stripe and KlickTipp to automatically send an order confirmation email after a successful purchase via a Stripe payment link. When a payment event is triggered, the scenario retrieves product data via the Payment Link ID, aggregates the line item descriptions, and sends the data to KlickTipp. The contact is either created or updated with key details like product name, total amount, and order number – stored in the corresponding custom fields. A dynamic tag based on the product name can be assigned to trigger an email campaign in KlickTipp automatically. This template is ideal for course creators, coaches, or digital product providers who want to streamline their checkout and post-purchase communication. No coding required – just configure the modules and connect your accounts. Perfect for marketers looking to automate sales confirmations and email workflows effortlessly.
TRY IT ->Add leads from Pipedrive to your HeyReach campaign
Send leads from your Pipedrive CRM to HeyReach automatically using Make.
TRY IT ->Save new Stripe charges automatically to a Google Sheets spreadsheet
Every time a new charge is created in Stripe, Make will automatically add that charge to a Google Sheet spreadsheet.
TRY IT ->Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Update Pipedrive deals based on a scheduled delay after listing all deals
Automatically update Pipedrive deals after listing them and applying a scheduled delay, optimizing your sales process with Pipedrive and Make.
TRY IT ->Update Pipedrive deals using data from a custom webhook
Automatically update your Pipedrive deals with real-time data from a custom webhook. Streamline your sales process by keeping deals current and accurate.
TRY IT ->Create new Pipedrive contacts from Elementor form submissions
Automatically create new Pipedrive contacts from Elementor form submissions. Connect Elementor and Pipedrive to streamline your contact management process.
TRY IT ->
How to setup Pipedrive CRM and Stripe in 5 easy steps
Start by adding a module
To connect Pipedrive or Stripe, add the appropriate module for the app you want to use in your Make scenario.
Decide on Pipedrive connection method
Choose how to connect Pipedrive: either by using an API Token or through a simple OAuth process.
Connect Pipedrive
Follow steps in your Pipedrive account to get an API Token, or use OAuth for a quick and secure connection.
Choose Stripe connection type
Pick between using an API Key or OAuth to connect Stripe to Make, similar to Pipedrive's options.
Complete setting up connections
Input the required details for your chosen method and save to finish setting up Pipedrive and Stripe connections.
Maximize efficiency by integrating Pipedrive CRM with Stripe automation
Integrating Pipedrive CRM and Stripe automates data syncing, eliminates manual entry, and ensures data consistency for improved customer management and integrated workflows.
Automatically sync customer information between Pipedrive CRM and Stripe for accurate record-keeping.
Eliminate manual data entry by automating customer creation in Stripe directly from Pipedrive CRM.
Synchronize data consistently to reduce errors and ensure consistency across platforms.
Increase efficiency by incorporating tasks into a single workflow through Make.
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