Stripe Pipedrive: Auto Create Contacts and Deals from Payments Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

Stripe → Pipedrive (Automatic Person + Deal Creation) Prerequisites / Requirements AlekSystem instance (cloud or self-hosted) with HTTPS reachable webhook endpoint Stripe account and secret API key Pipedrive account with API access and custom fields defined Users should create custom fields in Pipedrive and copy their field IDs (e.g. amount, payment method, status, Stripe Event ID) How it works (Step-by-Step) Stripe Webhook: AlekSystem triggers on payment events from Stripe via an HTTP POST. Edit / Set node: Extracts eventId, eventType, and payload. HTTP Request: Confirms Stripe event via Stripe API (adds security). Search Person: Looks up Pipedrive contact by email from the Stripe payload. IF: Checks whether the person exists. If exists → skip to deal creation. If node - Check if Event id is not the same If same - Skip the deal creation If different - Create a deal linked to that person with the payment amount If not → create new Person. Create Person: Adds new Pipedrive contact, populates custom fields (amount, payment method, status, source). Create Deal: Creates a deal linked to that person with the payment amount. Description **This workflow connects Stripe to Pipedrive. Whenever a new payment (or checkout success) occurs in Stripe, this automation will: Fetch the full Stripe event data Find or create a customer (“Person”) in Pipedrive Create a “Deal” record corresponding to that payment Log custom fields like amount, source, payment method, status It’s ideal for SaaS Subscription businesses Agencies, or Teams who want payments mirrored inside their CRM without manual work. Modification Notes / Extensions You can extend this workflow by: Adding Slack or Gmail notifications after deal creation. Logging every event in Google Sheets or Notion for audit. Enriching the customer using OpenAI / CRM data. Handling refunds, subscription cancellations, etc.

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