Pipedrive and Stripe, ready to switch on
A payment finds the person by email, moves their open deal to the stage you choose and writes the amount on it, while a failed card becomes an activity for whoever owns the deal. You paste two keys in your account and it runs, in about ten minutes.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all Pipedrive integrations · all Stripe integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| Payment into the deal | Stripe to Pipedrive | Within seconds | Matched by the payer's email; the open deal moves to the stage you choose and the amount is written on it |
| New payer into a person | Stripe to Pipedrive | Within seconds | A customer with nothing in the CRM gets a person with name, email and the payment |
| Subscription started, changed or cancelled | Stripe to Pipedrive | Within seconds | Plan and status on the person, in fields we set up for you |
| Failed charge to the owner | Stripe to Pipedrive | Within seconds | A task on the person for whoever owns it, carrying the reason Stripe gives |
| Refund | Stripe to Pipedrive | Within seconds | Written on the deal and moved to the stage you keep for refunds, so the forecast stops counting it |
| Duplicate check | Stripe to Pipedrive | Every payment | Matched by email and the Stripe customer id, never a second person |
Ten minutes of your time, then it's ours
- Pay and open your accountCard or invoice, about two minutes. This integration is already selected.
- Paste the Pipedrive API token and the Stripe restricted keyEach has a short guide. About five minutes. If one doesn't work, a person joins the chat.
- Make one test paymentA minute or two. Create a test payment in Stripe and watch it land on the person and move the deal. From then on we watch it for you.
When Pipedrive or Stripe changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, replies within a working hour.
- Custom logic beyond the table is priced separately.
No setup fee, cancel any month
Before you decide
Do refunds move the deal back?
A refund sends it to the stage you keep for refunds rather than to where it was before, because a refunded deal is not an open one. You pick that stage while connecting.
What if the payer is not in the CRM at all?
Then a person is created from what Stripe knows: name, email and the amount. Sales gets a real customer to work with instead of a line in a payout report.
What if the payer's email is on no deal at all?
We create the person from what Stripe knows and open a deal in the pipeline you chose. A new customer should not arrive as a line in a payout report nobody opens.
Anything to know about Pipedrive?
The API token belongs to your user, so deals and notes appear under your name unless you make a dedicated user for the integration.
Anything to know about Stripe?
A restricted key with read access can only read. It can't move money, and we never ask for your secret key.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price the same day and build into the same account.
