How To Integrate Pipedrive With Stripe
- Create Accounts: Sign up for both Pipedrive and Stripe if you haven't already.
- Access Pipedrive Settings: Log in to Pipedrive and go to the settings menu.
- Find Integrations: Look for the "Integrations" section in the settings.
- Select Stripe: Choose Stripe from the list of available integrations.
- Connect Accounts: Click on the option to connect your Stripe account.
- Authorize Access: Follow the prompts to authorize Pipedrive to access your Stripe account.
- Configure Settings: Set up the integration settings according to your business needs.
- Test the Integration: Create a test deal in Pipedrive and process a payment through Stripe.
- Monitor Transactions: Check both platforms to ensure transactions are recorded correctly.
- Adjust as Needed: Make any necessary adjustments to the integration settings.
