In this how-to guide

How to automatically create a new customer in Stripe for each new deal won in Pipedrive
1. Create your playbook and set the Pipedrive trigger as "Deal won"
2. Add the "Create customer" in Stripe automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Stripe
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How to automatically create a new customer in Stripe for each new deal won in Pipedrive

How to automatically create a new customer in Stripe for each new deal won in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, Stripe, and many other apps. In this guide, we'll show you how to automatically run the “create customer” action in Stripe for each deal won in Pipedrive using Relay.app.

Try it in Relay.app

Pipedrive > Stripe

Trigger

Last triggered

Deal won

Create customer

1

Create your playbook and set the Pipedrive trigger as "Deal won"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Deal won" under Pipedrive. This will allow your playbook to automatically detect the deals that won in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create customer" in Stripe automation

Integrate the Stripe automation into your playbook to ensure the prompt creation of a new customer for each deal won in Pipedrive.

Click the "Add step" button, then locate the "Create customer" automation for Stripe and input the mandatory and relevant details.

If your Stripe account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Stripe account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new customer in Stripe. Once turned on, it will respond to each deal won in Pipedrive by creating a new customer in Stripe without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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