Stripe – Pipedrive new contact

How is it useful:

  • Automate process
  • Create new CRM entry
  • Control your data
  • And much more…

How does it work?

In shortcut, the Tekos server fetches Stripe webhook, processes the data, and responds as necessary.
What is the webhook? What do we mean by processing data? What will be the response in this case?

Webhook is basically a trigger that sends data to the flow every time “something” happens. In Stripe, there are various options to set for the trigger like account changes, customer changes, or more complex ones like invoice.created and issuing_dispute.funds_reinstated.
Let’s take for example  “customer.created”. Whenever one is created in Stripe, the system sends to the flow information about the new client. Mostly e-mail address and phone number but also Stripe Client ID. In this flow, we transfer these goods to Pipedrive and create a new contact.

Summary: Create a new Contact in Pipedrive for each new Client Sales in Stripe.

Stripe preparation

For this step, we have created a separate page – you can find it HERE.
You can skip the import part and download the JSON from this tutorial straight away.

Pipedrive preparation

For this one, we only need your personal API key

Pipedrive API key:
it can be found under Settings > Personal preferences > API.
If you cannot find your API token here, it may be that the permission set you are in does not have that permission enabled.

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How to start with the flow:

Download our JSON file and import it into your project. (TUTORIAL)

In the credentials node, input your Stripe API key, Pipedrive API key, and push the inject.
The second step is to insert your signing secret you get after creating a webhook.
You can also change the webhook address in the “http in” node, but remember to set the correct link in the Stripe dashboard.

The flow will create a new Pipedrive custom field with the Stripe customer ID.

That’s it for this showcase you can find a lot of more helpful tutorials on our website.

Tekos workflow

No apps required

Stripe Pipedrive.json

 

Useful for: Busy people, all team member, Doers, project managers, Anyone with files to share

Tekos Skill level: Intermediate

Prep: Under 10 mins

Result:

Integrations:

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