In this how-to guide

How to create contacts in Pipedrive for new Stripe subscriptions
1. Create your playbook and set the Stripe trigger as "Subscription created"
2. Add the "Add person" in Pipedrive automation
3. Activate your Relay.app playbook
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How to create contacts in Pipedrive for new Stripe subscriptions

How to create contacts in Pipedrive for new Stripe subscriptions

Relay.app is an automation tool that lets you automate actions across Pipedrive, Stripe, and many other apps.

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1

Create your playbook and set the Stripe trigger as "Subscription created"

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 "Subscription created" under Stripe. Then, select the relevant details. This will allow your playbook to automatically detect the new created subscription and initiate necessary actions.

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

2

Add the "Add person" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new person for each new subscription created in Stripe.

Click the "Add step" button, then locate the "Add person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive 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 Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new person in Pipedrive. Once turned on, it will respond to a new subscription created in Stripe by adding a new person in Pipedrive 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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