What does this Pipedrive automation do?
A new Stripe customer creates an organization and a person in Pipedrive for the account team.
What can you do with it?
- Keep the CRM in step with real revenue
- Give account managers every new payer
- Avoid a monthly export from Stripe
The Steps
This automation runs in 3 steps:
- When Stripe: New Customer
- Then Pipedrive: Create Organization
- Then Pipedrive: Create Person
Who is this automation for?
Built for teams that sell expansion after the first payment. A new Stripe customer creates an organization and a person in Pipedrive for the account team.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Customer" from Stripe.
- Add the action "Create Organization" from Pipedrive.
- Add the action "Create Person" from Pipedrive.
- Connect your Pipedrive account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.