Use Cases
- Automate customer creation in Stripe based on Pipedrive deal updates
- Ensure accurate customer records by syncing data between Pipedrive and Stripe
- Reduce manual data entry by automating the customer search and creation process
How It Works
Triggers when a deal is updated in Pipedrive Checks if the won time of the deal has changed Retrieves organization details from Pipedrive Searches for the customer in Stripe Creates a new customer in Stripe if none exists
Setup Steps
- 1Import the workflow template into n8n
- 2Connect your Pipedrive account
- 3Connect your Stripe account
- 4Set up the webhook for Pipedrive deal updates
- 5Test the workflow to ensure proper functionality
Apps Used
Pipedrive
Stripe
Categories
Target Roles
Tags
#process automation
#workflow management
#email automation