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Pipedrive CRM
Stripe

Connect Pipedrive CRM and Stripe integrations

Discover integration with Pipedrive CRM and Stripe. Automate workflows, sync customer data, and optimize operations for robust performance.

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Create a custom workflow

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.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Pipedrive CRM
Trigger: New Activity Event (Deprecated)
Stripe
Action: Select an action
1. Select a trigger

  • Triggers when a new activity is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new deal is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new note is added, updated or deleted.

  • Triggers when a new organization is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new person is added, updated or deleted.

  • Triggers when a new product is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new activity is added or updated.

  • Triggers when a new activity is added or updated.

  • Triggers when a new deal 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 organization is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new product is added or updated.

  • Triggers when a new product is added or updated.

2. Select an action

  • 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.

  • Capture the payment of an existing, uncaptured, charge.

  • 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 charge.

  • Creates a new customer object.

  • Creates a Payment Intent.

  • Creates a new payment link by line items.

  • To send funds to your own bank account, you create a new payout object.

  • Creates a new refund.

  • Creates a new invoice by the customer ID.

  • Creates a new invoice item to be added to a draft invoice.

  • 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 a charge that has previously been created.

  • Retrieves the details of an existing customer.

  • Retrieves the details of a Payment Intent that has previously been created.

  • Retrieves the details of a payment link with the given ID.

  • Retrieves the details of an existing payout.

  • Retrieves the details of an existing refund.

  • 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 current account balance.

  • Updates the specified charge by setting the values of the parameters passed.

  • Updates the specified customer by setting the values of the parameters passed.

  • Updates the specified payment intent by setting the values of the parameters passed.

  • Updates a payment link by its ID.

  • Updates the specified payout by setting the values of the parameters passed.

  • Updates the specified refund 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.

  • Voids a finalized invoice with the given ID. This cannot be undone.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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 a Follower
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Follower (Deprecated)
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Participant to a Deal
Adds a participant to a deal.
Action
Add a Product to a Deal
Adds a product to the deal.
Action
Add a Recurring Subscription (Deprecated)
Adds a new recurring subscription to a deal.
Action
Add an Installment Subscription (Deprecated)
Adds a new installment subscription.
Action
Add an Installment to a Deal
Adds an installment to a deal.
Action
Cancel a Payment Intent
Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.
Action
Cancel a Payout
Cancels a previously created payout.
Action
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How to set up Pipedrive CRM and Stripe in 5 easy steps

Date

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Duration

Step 1

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.

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Duration

Step 2

Decide on Pipedrive connection method

Choose how to connect Pipedrive: either by using an API Token or through a simple OAuth process.

Date

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Duration

Step 3

Connect Pipedrive

Follow steps in your Pipedrive account to get an API Token, or use OAuth for a quick and secure connection.

Date

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Duration

Step 4

Choose Stripe connection type

Pick between using an API Key or OAuth to connect Stripe to Make, similar to Pipedrive's options.

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Duration

Step 5

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.

Date

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Duration

Automated customer data sync

Automatically sync customer information between Pipedrive CRM and Stripe for accurate record-keeping.

Date

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Duration

Time savings

Eliminate manual data entry by automating customer creation in Stripe directly from Pipedrive CRM.

Date

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Duration

Improved data accuracy

Synchronize data consistently to reduce errors and ensure consistency across platforms.

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Duration

Integrated workflow

Increase efficiency by incorporating tasks into a single workflow through Make.

Popular Pipedrive CRM and Stripe workflows

Connect Pipedrive CRM and Stripe with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

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.

Create Stripe customers for new Persons in Pipedrive CRM
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Pipedrive CRM with Stripe using Make can simplify your sales and payment processes by automatically updating customer and transaction information in real-time. This integration ensures that your CRM always has the latest payment data without manual data entry, reducing errors and saving time.

Make offers a user-friendly, no-code interface that allows you to visually design and automate workflows between Pipedrive CRM and Stripe. You can easily set triggers and actions based on your business needs, making the integration process intuitive and accessible even for non-technical users.

Yes, integrating these applications supports customer relationship management by providing a complete view of customer interactions and payment history in one place. This allows your sales team to better understand customer behavior and cater to their needs more effectively, ultimately improving customer satisfaction and loyalty.

While Make simplifies the integration process, users should ensure they clearly define their workflow requirements and map fields correctly between Pipedrive CRM and Stripe. Regularly reviewing and testing your automation workflows will help identify and resolve any potential issues, ensuring smooth operations.