GoCardless + Pipedrive Integration

Integrate GoCardless to Pipedrive in one click, or tell Integrately AI how you want each payment handled. Track recurring billing, update your CRM records, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • GoCardless
    Event is triggered in GoCardless Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
Arrow Right
2.
  • GoCardless
    Create mandate authorization request in GoCardless
  • GoCardless
    Create direct debit payment in GoCardless
  • GoCardless
    Create instant bank payment in GoCardless
  • GoCardless
    Create instant first payment + direct debit mandate in GoCardless
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready WorkflowsReady Workflows Β  for GoCardless + Pipedrive Integration

Capture payment events, update CRM records, keep team sheets updated, alert your sales team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your GoCardless + Pipedrive flow

Sync payment details to accounting, alert your team in chat, and track onboarding tasks once your core workflow finishes. Pick a combination and activate it in one click.

GoCardless
Pipedrive
+
XeroXero (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
AsanaAsana (3)
+
Google SheetsGoogle Sheets (3)
G
P
X
Create a Pipedrive deal from every GoCardless payment, and generate a new invoice in Xero
New GoCardless payments instantly create a deal in Pipedrive and a corresponding invoice in Xero, eliminating manual data entry across your financial stack.
P
G
X
When a Pipedrive deal stage is updated, request a mandate in GoCardless and record the contact in Xero
Moving a deal in Pipedrive triggers a mandate request in GoCardless and updates your financial records in Xero without manual tracking.
G
P
X
Log instant bank payments from GoCardless as won deals in Pipedrive and reconcile them in Xero
Instant bank payments in GoCardless instantly mark Pipedrive deals as won and log the transaction in Xero for complete financial accuracy.

Supported triggers and actions for GoCardless and Pipedrive

Mix and match to build the exact automation you need

GoCardless
GoCardless Triggers & Actions
Instant
Event is triggered in GoCardless
Try it β†’
Create mandate authorization request in GoCardless
Initiates the process to create a mandate authorization request
Try it β†’
Create direct debit payment in GoCardless
Initiates the process to create a direct debit payment
Try it β†’
Create instant bank payment in GoCardless
Initiates the process to create an instant bank payment
Try it β†’
Create instant first payment + direct debit mandate in GoCardless
Initiates the process to create an instant first payment along with a direct debit mandate
Try it β†’
Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
Try it β†’
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it β†’
Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it β†’
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it β†’
Deal matches filter in Pipedrive
Try it β†’
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it β†’
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it β†’
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it β†’
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
Try it β†’
Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
Try it β†’
Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it β†’
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
Try it β†’
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it β†’
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it β†’
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
Try it β†’
Update deal in Pipedrive
Updates deal information based on new criteria or changes
Try it β†’
Search deal in Pipedrive
Searches for a deal
Try it β†’
Get deal by id in Pipedrive
Retrieves a deal by its id
Try it β†’
Convert deal to lead in Pipedrive
Converts a deal into a lead
Try it β†’
Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
Try it β†’
Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
Try it β†’
Convert lead to deal in Pipedrive
Converts a lead into a deal
Try it β†’
Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
Try it β†’
Search lead in Pipedrive
Searches for a lead
Try it β†’
Delete deal in Pipedrive
Deletes a deal
Try it β†’
Create organization in Pipedrive
Generates a new organization
Try it β†’
Update organization in Pipedrive
Updates organization information
Try it β†’
Search organization in Pipedrive
Finds and retrieves information about a organization
Try it β†’
Get organization by id in Pipedrive
Retrieves details of an organization using ID
Try it β†’
Delete organization in Pipedrive
Deletes an organization
Try it β†’
Create person in Pipedrive
Generates a new person
Try it β†’
Update person in Pipedrive
Updates the information of a person
Try it β†’
Search person in Pipedrive
Retrieves information about a person
Try it β†’
Get person by id in Pipedrive
Retrieves a person's information by their id
Try it β†’
Delete person in Pipedrive
Deletes a person
Try it β†’
Create product in Pipedrive
Generates and launch new products
Try it β†’
Update product in Pipedrive
Updates product information
Try it β†’
Search product in Pipedrive
Searches for a product
Try it β†’
Get product by id in Pipedrive
Retrieves product information using its id
Try it β†’
Get product variations in Pipedrive
Retrieves variations of a product
Try it β†’
Delete product in Pipedrive
Deletes a product
Try it β†’
Add follower in Pipedrive
Increase your follower count
Try it β†’
Create note in Pipedrive
Creates a new note in the particular format
Try it β†’
Update note in Pipedrive
Updates a note with new information
Try it β†’
Search note in Pipedrive
Searches for a note
Try it β†’
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it β†’
Get user by id in Pipedrive
Retrieves user information using their id
Try it β†’
Search user by email in Pipedrive
Searches for a user using email address
Try it β†’
Search user by name in Pipedrive
Searches for a user using the name
Try it β†’

What can you automate with GoCardless + Pipedrive?

Streamline your recurring billing and CRM updates with powerful automated workflows.

What you can automate?
πŸ’³
Sync GoCardless payments to Pipedrive deals
Automatically create a new deal in Pipedrive whenever a payment event occurs in GoCardless. Ensure your sales pipeline reflects real financial activity without manual entry.
πŸ“‹
Capture every submitted field and payment detail
Map custom payment amounts, mandate references, and customer contact details directly into your Pipedrive records instead of just basic names and emails.
πŸ””
Alert your sales team in real time
Trigger instant notifications in Slack or email the moment a GoCardless payment is collected or a Pipedrive deal stage changes.
πŸ”€
Route workflows based on payment type
Execute different actions depending on whether a customer uses instant bank payments or recurring direct debits, ensuring tailored follow-up.
πŸ”„
Keep CRM records updated as billing changes
Automatically update Pipedrive organizations and contacts whenever payment mandates are modified or billing details are renewed in GoCardless.
πŸ”
Prevent duplicate records with smart matching
Search existing Pipedrive contacts and organizations before creating new entries, ensuring your CRM database remains clean and organized.
⚑
Handle payment failures and status updates
Update deal stages in Pipedrive immediately when direct debit payments fail or mandates require re-authorization, keeping your team proactive.
🌐
Extend your flow to accounting and spreadsheets
Connect your core GoCardless and Pipedrive workflow to tools like Google Sheets or Xero to keep financial logs and project boards synchronized.
And much more...

Who is GoCardless + Pipedrive integration for?

Connecting GoCardless and Pipedrive eliminates manual data entry between your billing and CRM systems, helping finance and sales teams close deals faster.

Finance Directors
Finance Directors
Sales Managers
Sales Managers
Account Executives
Account Executives
Operations Teams
Operations Teams
Billing Specialists
Billing Specialists
Revenue Operations
Revenue Operations
πŸ“ˆ
Finance Directors
You rely on accurate payment reports to forecast monthly recurring revenue, but manual data entry between billing gateways and your CRM leaves gaps in your financial sheets β€” automating both apps means every payment lands in your CRM instantly and your revenue dashboards stay current.
⚑
Sales Managers
You need to know the moment funds are collected so your reps can initiate onboarding, but delayed payment notifications leave your team scrambling to verify client status β€” connecting these apps means deal stages update automatically the second payments clear.
🀝
Account Executives
You answer to clients waiting on confirmation of their billing mandates and subscription setups, but manual handoffs between sales and billing delay customer onboarding β€” this integration means mandate requests go out instantly and client records populate without friction.
πŸ“Š
Operations Teams
The volume of recurring billing transactions is too high for anyone to keep up by hand, leading to missed invoice records and out-of-sync CRM profiles β€” automating these workflows means every transaction syncs seamlessly across your entire tech stack.
🎯
Billing Specialists
You own the invoicing and collection process and depend on sales reps to hand over accurate customer contact data, but missing fields cause billing failures β€” with this integration, customer data flows straight from CRM deals into your payment workflows without errors.
πŸ“‹
Revenue Operations
You need a reliable audit history of every customer interaction and payment milestone, but fragmented systems keep creating data silos β€” connecting these platforms means your CRM maintains a complete, unbroken record of every financial transaction.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate GoCardless + Pipedrive

Build and manage your GoCardless + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect GoCardless + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect GoCardless to Pipedrive?
Frequently Asked Questions
You can connect GoCardless to Pipedrive in one click using ready-made workflows on Integrately, or use Integrately AI to build custom sequences linking Xero, Gmail, and Slack.
Can I automatically create Pipedrive deals when a GoCardless payment is collected?
Frequently Asked Questions
Can I connect GoCardless, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for GoCardless and Pipedrive?
Frequently Asked Questions
How are GoCardless payment events synced to Pipedrive fields?
Frequently Asked Questions
Can Pipedrive deal updates trigger actions in GoCardless?
Frequently Asked Questions
Do I need coding skills to automate GoCardless and Pipedrive?
Frequently Asked Questions
Is the GoCardless and Pipedrive integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect GoCardless or Pipedrive With 1500+ Other Apps

GoCardless
Popular GoCardless Integrations
Connect GoCardless to accounting, invoicing, and subscription platforms to streamline payment collection and reconciliation.
Pipedrive
Popular Pipedrive Integrations
Sync Pipedrive with email, calendar, and marketing tools to nurture leads and close deals faster.
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Pipedrive Integrations arrow right
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