How to Automate Pipedrive Stripe Customer Creation?
Description
Close the gap between sales and billing by creating Stripe customers the moment a Pipedrive deal is won. Teams avoid manual data entry and start billing faster with clean customer records pulled from the CRM.
Here is how it runs end to end. An event from Pipedrive watches for deal updates and checks if the won time changed. When that happens, the flow pulls the linked organization details from Pipedrive. It then searches Stripe for a customer with the same organization name. If no match is found, a merge step allows the process to continue to Stripe and creates a new customer with mapped fields like name, street, house number, city, state, and country. This reduces duplicate records and ensures billing data is ready as soon as the deal closes.
You will need active Pipedrive and Stripe accounts with credentials set in n8n. Map your Pipedrive organization fields to the Stripe fields used in the create step. Expect to save several minutes per won deal and cut data errors from copy and paste. This setup is ideal for B2B teams that invoice after closing, such as agencies, SaaS vendors, and service firms.
Tools Required
What this workflow does?
- Pipedrive deal update event monitors when a deal changes status.
- Won time check ensures actions run only when a deal is newly won.
- Organization lookup fetches company details from Pipedrive with resolved properties.
- Stripe customer search uses the organization name to find existing records.
- Duplicate guard continues only if no Stripe customer is returned.
- Merge pass through routes data so the create step runs only on the no match path.
- Stripe create customer maps name and full address fields from Pipedrive.
What are the benefits?
- Eliminate manual customer setup after a sale and save 5 to 10 minutes per won deal
- Automate 100% of new customer creation for won deals
- Improve data accuracy by pulling address fields directly from the CRM
- Reduce duplicate records by checking Stripe before creating customers
- Connect Pipedrive and Stripe so sales and billing stay in sync
How to set this up?
- Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
- You'll need accounts with Pipedrive and Stripe. See the Tools Required section above for links to create accounts with these services.
- Open the On deal updated node in n8n and in the Credential to connect with dropdown click Create new credential. Follow the on screen steps to connect your Pipedrive account.
- Confirm the trigger watches the Deal object and the Updated event. Save the node and ensure it can register its webhook or event subscription.
- Open the Get organisation details node and verify the Organization ID expression points to current.org_id. Keep Resolve properties enabled.
- Open the Search customer HTTP Request node. In the credentials dropdown choose Stripe API or click Create new credential. In your Stripe Dashboard create or use a Secret API key and paste it into the credential in n8n.
- Review the Search customer query parameter. It uses the organization Name. If your unique key is email or domain, update the query to match your data model.
- Open the Create customer Stripe node and select the same Stripe credential. Confirm the Name and Address fields map to your Pipedrive organization fields. Adjust field names if your CRM uses different labels.
- Activate the workflow in n8n. In Pipedrive, set a test deal to Won and ensure it is linked to an organization with address details.
- Check Executions in n8n for a successful run. In Stripe, verify a new customer was created with the expected name and address. If no record appears, inspect the Customer does not exist node output and refine the search query.
- If duplicates appear, include more filters in the Stripe search such as email or metadata, or adjust the query to match your internal unique identifier.
Need help or want to customize this?
Ask in the Free Futurise Community.
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