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Set up your first integration

Quickly connect GoCardless to Pipedrive with a Zapier template.

Our most popular template

Create new Pipedrive persons from newly created GoCardless mandates
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GoCardless + Pipedrive
Create new Pipedrive deals from newly created GoCardless mandates
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GoCardless + Pipedrive

Create new Pipedrive persons from newly created GoCardless mandates

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GoCardless + Pipedrive

Create new Pipedrive deals from newly created GoCardless mandates

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GoCardless + Pipedrive

How Zapier works

Zapier makes it easy to integrate GoCardless with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from GoCardless

A trigger is an event that starts your Zap and runs the workflow. For example, with GoCardless, a trigger could be "New Payment Authorisation Request."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected GoCardless to Pipedrive

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your GoCardless to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about GoCardless + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with GoCardless and Pipedrive

How do I integrate GoCardless with Pipedrive?

To integrate GoCardless with Pipedrive, we use our platform to create automated workflows called Zaps. First, you'll need to select GoCardless as your trigger app and define a specific event like 'New Customer'. Then, set Pipedrive as the action app, where you can choose actions like 'Create Deal' or 'Update Contact'. Finally, connect your accounts and test the Zap to ensure seamless data flow between the two applications.

What triggers can I use in GoCardless for automations with Pipedrive?

Our platform allows you to choose from various triggers in GoCardless such as 'New Payment', 'Payment Failed', or 'New Customer'. Once one of these events occurs in GoCardless, it will automatically trigger actions within Pipedrive that you've set up.

What kind of actions can be performed in Pipedrive when integrating with GoCardless?

When integrating with GoCardless, you can perform numerous actions in Pipedrive including creating new deals, updating existing contacts, and adding notes. These actions are designed to help keep your sales pipeline updated based on the latest activity from your payment systems.

Do I need coding knowledge to set up the integration between GoCardless and Pipedrive?

No coding knowledge is required. Our user-friendly interface allows you to connect GoCardless and Pipedrive using simple steps. You just need to select triggers and actions from each platform and follow guided prompts to complete the setup.

Can I customize the data fields being transferred from GoCardless to Pipedrive?

Yes, we provide customization options for mapping specific data fields between GoCardless and Pipedrive. This ensures that only relevant information is transferred according to your business requirements.

Is it possible to automate customer follow-ups in Pipedrive using information from GoCardless?

Absolutely. By setting a trigger like 'Payment Received' in GoCardless, you can create an automation that sends follow-up messages or tasks within Pipedrive. This helps maintain communication based on real-time payment activities.

What should I do if my Zap isn't working between GoCardless and Pipedrive?

If your Zap isn't working as expected between GoCardless and Pipedrive, start by checking connections for both apps and ensure they have sufficient permissions. Review the configurations for errors or misconfigurations in triggers or actions. If issues persist, refer to troubleshooting guides or contact our support team for assistance.

Connect GoCardless and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Payment Authorisation Request
Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.
Trigger
Instant
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Mandate Cancelled
Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).
Trigger
Instant
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Payment Secured
Triggers when a payment has been collected, but not yet paid out to your account.
Trigger
Instant
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Payment Paid Out
Triggers when a payment has been paid out to your account.
Trigger
Instant
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- Payment Amount
  Required
- Currency
  Required
- Description
  Required
- GoCardless Customer ID
Action
Write

- Payment Amount
  Required
- Currency
  Required
- Charge Date
- Description
  Required
- Custom Payment Reference
- GoCardless Mandate ID
- GoCardless Customer ID
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Lead
Triggers when a Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new organization is created.
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
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New Project
Triggers when a new project is created.
Trigger
Scheduled
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- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
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- Person
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
Action
Write
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
  Required
Action
Write
- Assign To
- What to add follower to?
  Required
Action
Write
- Content
  Required
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
  Required
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Person
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- Person
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Payment Amount
  Required
- Currency
  Required
- Source Channel
Action
Write
- Person
  Required
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Person
  Required
- Title
  Required
- Project_id
- Description
  Required
- Is done?
- Due Date
- Assignee
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Type
- Filter_id
  Required
- Is done?
Action
Search
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Person
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
Action
Search
- Field to Search By
  Required
Action
Search
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
  Required
Action
Search or write
- Search for an Exact Match?
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Payment Amount
  Required
- Currency
  Required
- Source Channel
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
  Required
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write

Payment Authorisation Approved
Triggers when a customer successfully sets up their billing information.
Trigger
Instant
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New Mandate Created
Triggers when a payment mandate is created.
Trigger
Instant
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Failed Payment
Triggers when a payment fails.
Trigger
Instant
Try It
- Currency
  Required
- GoCardless Customer ID
Action
Write
- Payment Amount
  Required
- Currency
  Required
- Description
  Required
- GoCardless Customer ID
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- Person
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Payment Amount
  Required
- Currency
  Required
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Required
- Price
- Cost
- Overhead_cost
Action
Write
- Title
  Required
- Project_id
- Description
  Required
- Is done?
- Due Date
- Assignee
- Parent Task
Action
Write
- Person
  Required
- Title
  Required
- Deal Status
- Stage in Pipeline
- Assign To
- Organization
- Person
- Value
- Currency
  Required
Action
Write
- Person
  Required
- Owner
- Name
  Required
- Address
Action
Write
- Person
  Required
- Title
  Required
- Board ID
  Required
- Project Phase
  Required
- Description
  Required
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Term to search for
  Required
- Search for an Exact Match?
- Assignee
- Project_id
- Is done?
Action
Search
- Subject
  Required
- Search Type
- Assign To
- Type
- Filter_id
  Required
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
  Required
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Required
- Price
- Cost
- Overhead_cost
Action
Search or write

Learn how to automate GoCardless on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

About GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.

Learn more Help

Related categories

Payment Processing

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.