In this how-to guide

How to link Pipedrive organizations to Stripe as new customers
1. Create your playbook and set the Pipedrive trigger as "Organization added"
2. Add the "Create customer" in Stripe automation
3. Activate your Relay.app 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 link Pipedrive organizations to Stripe as new customers

How to 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 automatically run the “create customer” action in Stripe for each organization added in Pipedrive using Relay.app.

Try it in Relay.app

Pipedrive > Stripe

Trigger

Last triggered

Organization added

Create customer

1

Create your playbook and set the Pipedrive trigger as "Organization added"

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 "Organization added" under Pipedrive. Then, add necessary details. This will allow your playbook to automatically detect the new organization added 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 new organization added 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 new organization added 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.

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

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

Product updates

Unleashing Pipedrive's potential with integration improvements

Relay.app now has deep integrations and automations with Pipedrive's new Projects API

Audrey Liu

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

Automatically integrate Stripe customers into Pipedrive as a new person

Managing the customer profile process can be daunting, especially when it involves manual data entry. Not only is it time-consuming, but it can also lead to errors that could result in lost sales opportunities. However, you can streamline and optimize your customer relationship management with minima

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.

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