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Connecting PipeDrive to Stripe to create new Subscriptions

  • 9 July 2021
  • 2 replies
  • 19 views

Hello! My client has a SaaS business and is curious about the following:

“My sales reps use PipeDrive as their CRM. We are looking into Stripe to create and charge a subscription once a deal reaches "closed won". Can Zapier create a link between PipeDrive and Stripe so if a deal reaches closed/won, it will create a subscription on Stripe with deal details (pricing, contact info, etc), and email the first invoice requiring payment details and charge on the specified intervals?

How serious of an integration is required here? Our dev resources are a bit thin

Thanks!”

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Best answer by SamB 9 September 2021, 16:32

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Userlevel 7
Badge +11

Hi @kevwol 

Check out the available triggers/actions/searches for each app.

Pipedrive: https://zapier.com/apps/pipedrive/integrations

Stripe: https://zapier.com/apps/stripe/integrations#triggers-and-actions

Userlevel 6
Badge +8

I just wanted to follow up here to suggest setting up a Zap with the following trigger and actions for this workflow:

1. Trigger: Deal Matching Filter in Pipedrive 
2. Action: Create Subscription in Stripe - in the Collection Method field for this action there is an option to email an invoice to the customer directly.

One thing to note is that in order to use the trigger mentioned above, you’d need to set up the relevant filter in Pipedrive to ensure only deals that are closed/won will trigger the Zap. You can find out more about how to create filters in Pipedrive here: Pipedrive > Filtering

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