In this how-to guide

How to automatically integrate Stripe customers into Pipedrive as a new person
1. Set the Stripe trigger as “Customer created”
2. Add the “Add person” automation in Pipedrive
3. Activate your playbook
Learn more about integrating with Pipedrive and Stripe
Related blog posts
More how-to guides featuring Pipedrive and Stripe

Integrationsarrow_forwardPipedrive Integrationsarrow_forwardPipedrive + Stripe Integrationsarrow_forward

How to automatically integrate Stripe customers into Pipedrive as a new person

How to automatically integrate Stripe customers into Pipedrive as a new person

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 “add person” action in Pipedrive for each customer created in Stripe using Relay.app.

Try it in Relay.app

Stripe > Pipedrive

Trigger

Last triggered

Customer created

Add person

1

Set the Stripe trigger as “Customer created”

Add the Stripe trigger to initiate your playbook's actions.

To do this, click "Add trigger" in your playbook. Select the "Customer created" trigger option from the dropdown menu under Stripe. It will enable your playbook to identify newly created customer and trigger necessary actions automatically.

If you have yet to connect your Stripe account to Relay, a prompt will guide you through the connection process.

2

Add the “Add person” automation in Pipedrive

Integrate the Pipedrive automation into your playbook to ensure a new person is added for every created customer in Stripe.

Select "Add Step" and then search for the "Add person" automation for Pipedrive. Fill in all the relevant details, including the name, email, organization, and owner.

If you still need to connect your Pipedrive account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to add persons through your Pipedrive account.

3

Activate your playbook

Activating your playbook is the last step in your process. Once you turn it on, the playbook automatically connects new Pipedrive deals to Stripe as customers without manual intervention.

To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.

Learn more about

See all appsarrow_forward

See all blog posts ➔

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

More how-to guides featuring Pipedrive and Stripe

See all how-to guides ➔

Automatically set up a new customer profile in Stripe for every new Pipedrive deal

Looking to streamline your business operations and save time while managing your finances? Look no further! With Relay, you can easily connect new deals on Pipedrive with customer profiles on Stripe. Every time you create a new deal, a new customer profile will automatically be created on Stripe, all

Create customers in Stripe when Pipedrive deals progress

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 use Relay.app to automatically run the Stripe “Create customer” action for each Pipedrive “Deal stage changed” event.

Automatically create Stripe customers from new Pipedrive contacts

Do you ever find yourself overwhelmed by the tedious task of manually creating new Stripe customer profiles for each person added to Pipedrive? It can be time-consuming, and there's always a risk of making errors. From missing payment details to incomplete contact information, there's room for mishap

Automatically add a new organization in Pipedrive for each new received payment in Stripe

Relay.app is an automation tool that lets you automate actions across Stripe, Pipedrive and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Get or add organization" action for each Stripe “Payment received” event.

Link Pipedrive organizations to Stripe as new customers

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 use Relay.app to automatically run the Stripe “Create customer” action for each Pipedrive “Organization added” event.

Automatically create new deals in Pipedrive for each successful Stripe payment

Relay.app is an automation tool that lets you automate actions across Stripe, Pipedrive and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Add deal” action for each Stripe “Payment created” event.

Create contacts in Pipedrive for new Stripe subscriptions

Relay.app is an automation tool that lets you automate actions across Stripe, Pipedrive and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Add person" action for each Stripe “Subscription created” event.

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 use Relay.app to automatically run the Stripe “Create customer” action for each Pipedrive “Deal won” event.

Automatically add a new deal in Pipedrive for each new payment received in Stripe

Relay.app is an automation tool that lets you automate actions across Stripe, Pipedrive and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Add deal" action for each Stripe “Payment received” event.

Automatically add a new Pipedrive contact for each new Stripe subscription.

With Relay.app bridging Stripe and Pipedrive, each newly created subscription in Stripe can automatically trigger the addition of a new person in Pipedrive. In this guide, we'll explore configuring Relay.app to simplify your workflow by automatically adding new persons to Pipedrive for each newly cr

Sync new Stripe customers to Pipedrive

Relay.app is an automation tool that lets you automate actions across Stripe, Pipedrive and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Get or add person" action for each Stripe “Customer created” event.

Add a new Pipedrive person for a newly created payment in Stripe

Are you finding it challenging to maintain consistency in your customer records between Stripe and Pipedrive? Let Relay.app take the hassle out of this process for you seamlessly. With Relay.app's powerful integration between Stripe and Pipedrive, adding new contacts in Pipedrive for each payment cr

Automatically add a new person in Pipedrive for each new received payment in Stripe

Relay.app is an automation tool that lets you automate actions across Stripe, Pipedrive and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Get or add person" action for each Stripe “Payment received” event.

What will you automate?

Sign up and get started with your first Relay.app workflow today.

Try Relay.app for free

Background image

Background image