How to integrate Stripe with Pipedrive

To integrate Stripe with Pipedrive, you will need to follow these steps:

1. Log in to your Pipedrive account and navigate to “Settings” in the left-hand menu.
2. Click on “Integrations” and then search for “Stripe” in the search bar.
3. Click on “Stripe” and then click on “Connect.”
4. Enter your Stripe login credentials and follow the prompts to authorize the integration.
5. Once you have authorized the integration, you can start accepting payments through Stripe directly in Pipedrive by creating deals with payment options.

To create a deal with payment options in Pipedrive:

1. Navigate to the “Deals” tab in Pipedrive and click on “Add Deal.”
2. Fill in the necessary details for the deal and click on “Add Product or Service.”
3. In the product or service section, click on “Add Payment Option.”
4. Select “Stripe” as the payment gateway and enter the necessary payment details.
5. Click on “Save” to save the payment option and then click on “Save” again to save the deal.

That’s it! You have now integrated Stripe with Pipedrive and can start accepting payments through your deals.