How to automatically integrate Stripe customers into Pipedrive as a new person

Add the Stripe trigger to initiate your playbook's actions.

To do this, click "Add trigger" in your playbook. Select the "Customer created" trigger option from the dropdown menu under Stripe. It will enable your playbook to identify newly created customer and trigger necessary actions automatically.

If you have yet to connect your Stripe account to Relay, a prompt will guide you through the connection process.

Integrate the Pipedrive automation into your playbook to ensure a new person is added for every created customer in Stripe.

Select "Add Step" and then search for the "Add person" automation for Pipedrive. Fill in all the relevant details, including the name, email, organization, and owner.

If you still need to connect your Pipedrive account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to add persons through your Pipedrive account.

Activating your playbook is the last step in your process. Once you turn it on, the playbook automatically connects new Pipedrive deals to Stripe as customers without manual intervention.

To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.