In this how-to guide

How to sync new Stripe customers to Pipedrive
1. Create your playbook and set the Stripe trigger as "Customer created"
2. Add the "Get or add person" in Pipedrive automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Stripe
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Integrationsarrow_forwardPipedrive Integrationsarrow_forwardPipedrive + Stripe Integrationsarrow_forward

How to sync new Stripe customers to Pipedrive

How to sync new Stripe customers to 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 “get or 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

Get or add person

1

Create your playbook and set the Stripe trigger as "Customer 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 "Customer created" under Stripe. This will allow your playbook to automatically detect the new customer created in Stripe 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 "Get or add person" in Pipedrive automation

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

Click the "Add step" button, then locate the "Get or 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 customer created in Stripe by adding the 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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