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
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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.

Try it in Relay.app

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.

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