Stripe Integration for Pipedrive
Efficiently track and manage your finances through Stripe within Pipedrive CRM.
Must be a Pipedrive CRM user
Must have Stripe account
Access Stripe Invoices
View invoice status and details
Access the Stripe Payments for each Pipedrive contact
Visit the Pipedrive App Marketplace where you can find the application Stripe for Pipedrive.
Click on 'Install Now'.
We now have to authorize the Pipedrive account.
Click on 'Allow and Install'.
Copy the Stripe Secret Key.
Enter it under Stripe Secret API Key.
Click on 'Authorize'.
The Stripe account has now been authorized.
Access the Invoices section within the app.
You can view all the Stripe invoices of this particular contact here along with the invoice number, amount and status.
Click on any invoice to view the complete details of the specific invoice.
Click on 'PDF' to download the invoice.
Click on 'View Payment Link' to be redirected to the payment link on Stripe.
The payment link can be shared with customers to complete the payment and download the invoice or receipt.
Click on 'Payments' within the app to the Stripe Payments associated with the Pipedrive contact.
Here you can view the amount and Status of the payment.
Click on the payment to view the complete details of Stripe.
Click on your Ulgebra profile within the app to access the settings page.
Open in New Tab
Click in 'Open in New Tab'.
You would be redirected to a new page containing Stripe for Pipedrive.
Search for any email id to view the Invoices and Payments associated with a particular contact.
Stripe User Management
Within the settings page, select 'Manage App Users'.
Here you can view the list of Pipedrive users.
Click on 'Add' to allow the Pipedrive user to access the app using your Stripe account.
Click on 'Remove' to disable the feature for this user.
Classic Plan - Yearly