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How Zapier works

Zapier makes it easy to integrate Pipedrive with Stripe - no code necessary. See how you can get setup in minutes.

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Pipedrive
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Pipedrive
1. Choose trigger event
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Stripe
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Stripe
2. Choose action
Pipedrive logo
1. Select the event
Setup
Test
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Pipedrive
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Pipedrive.

Add your action

An action happens after the trigger—such as "Cancel Subscription" in Stripe.

You’re connected!

Zapier seamlessly connects Pipedrive and Stripe, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Pipedrive + Stripe integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Stripe

How do I start integrating Pipedrive with Stripe?

To begin integrating Pipedrive with Stripe, you'll first need to create an account with us and connect both your Pipedrive and Stripe accounts. From there, you can set up automated workflows by choosing triggers like 'new deal in Pipedrive' and actions such as 'create customer in Stripe.'

Can I automate the process of creating invoices in Stripe from Pipedrive deals?

Yes, you can automate invoice creation. When a new deal reaches a specific stage in Pipedrive, our integration allows you to trigger an action that automatically creates an invoice in Stripe.

What if I want to update a customer's payment details in Stripe when it changes in Pipedrive?

You can set up a workflow where updating customer details in Pipedrive triggers an action that modifies the payment information for that customer in Stripe, keeping data synchronized across both platforms.

Is it possible to track successful payments from Stripe within my Pipedrive dashboard?

Absolutely. You can configure our integration to track successful payments as activities or notes on deals within your Pipedrive dashboard whenever there's a successful transaction in Stripe.

How can we manage refunds from transactions tracked in both systems?

Refunds processed in Stripe can trigger an update or note on the corresponding deal or activity within Pipedrive using our integration tools, ensuring you keep every team member informed.

Are there limitations on the types of triggers available between these apps?

We offer a wide range of triggers like 'new customer,' 'new invoice,' or 'payment succeeded' for both systems. However, it's important to check if very specific or niche events meet your requirements before setup.

What should I do if I'm running into issues with my integration setup?

If you're experiencing issues with your integration setup between Pipedrive and Stripe, we recommend consulting our troubleshooting guides available on our support page or reaching out to our support team directly for assistance.

Practical ways you can use Pipedrive and Stripe

Budgeting and financial planning automation

Design a workflow to automate the generation and review of monthly financial reports and budgets for more effective business planning.

Business Owner
Social media content scheduling

Create a workflow that schedules and posts pre-approved social media content across multiple platforms at the optimal time for engagement.

Marketing & Marketing Ops
Lead scoring and routing

Develop a workflow that automatically scores sales leads based on predefined criteria and routes them to the appropriate sales representative.

Sales Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Pipedrive triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate Stripe on the Zapier blog

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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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About Stripe
Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.
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