Stripe logo + Pipedrive logo

Automate Stripe & Pipedrive

Stop paying for mismatched spreadsheets. Sync data between Stripe and Pipedrive in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Stripe"]
        T1(["Canceled Subscription"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Pipedrive"] A1(["Add Discount to Deal"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Stripe and Pipedrive operate independently, sales teams face significant operational hurdles. For instance, when a payment is processed in Stripe, the associated customer data, such as payment status and transaction details, may not automatically update in Pipedrive. This leads to sales representatives manually entering payment information into Pipedrive, which not only consumes valuable time but also increases the risk of data entry errors. Consequently, sales forecasts may be inaccurate, affecting revenue projections and strategic planning.

Top Ways to Automate Stripe & Pipedrive

  • Automated Payment Tracking: Instantly sync payment information from Stripe to Pipedrive, allowing your sales team to view payment statuses directly within their CRM. This eliminates the need for manual updates and ensures everyone is on the same page.
  • Streamlined Customer Follow-ups: Set up automated reminders for follow-ups based on payment milestones. When a payment is received or overdue, your sales team is notified, enabling timely communication and improved customer relationships.
  • Comprehensive Reporting: Generate real-time reports that combine sales data from Pipedrive with payment data from Stripe. This holistic view empowers your team to analyze performance metrics and make data-driven decisions to enhance sales strategies.

How to Build the Stripe → Pipedrive Sync

  1. Set up a webhook in Stripe to listen to the 'payment_intent.succeeded' event. This will trigger whenever a payment is successfully processed.
  2. In the webhook handler, extract relevant data from the Stripe payload, such as data.object.customer, data.object.amount_received, and data.object.status.
  3. Use the Stripe API to call /v1/customers/{customer_id} to retrieve additional customer details if necessary.
  4. Prepare a JSON payload for Pipedrive that includes the customer ID, payment amount, and payment status.
  5. Make a POST request to the Pipedrive API endpoint /v1/deals to create a new deal or update an existing one with the payment information.

Developer Warnings & API Gotchas

  • Ensure that the customer ID from Stripe matches the corresponding ID in Pipedrive; discrepancies can occur if customer records are created in Pipedrive without syncing with Stripe.
  • Be cautious with the data types; for example, Stripe's amount is in cents, while Pipedrive may expect it in dollars, requiring conversion.
  • When updating existing deals in Pipedrive, ensure you check for the deal's current status to avoid overwriting important information with outdated payment data.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Stripe... Canceled Subscription
    Do this in Pipedrive Add Discount to Deal
  • When this happens in Stripe... Checkout Session Completed
    Do this in Pipedrive Add Follower
  • When this happens in Stripe... Create a billing meter event
    Do this in Pipedrive Add Label to Person
  • When this happens in Stripe... Create a billing meter event adjustment
    Do this in Pipedrive Add Product Variation
  • When this happens in Stripe... Create a webhook endpoint
    Do this in Pipedrive Add Product to Deal

SyncMatrix Experts

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I can see you're looking at mapping Stripe to Pipedrive. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?