Connect Stripe payments to Pipedrive so your team sees fresh revenue notes each morning. Built for sales and account teams who want quick payment context inside the CRM.

Every day at 8 am, a schedule runs and looks up successful Stripe charges since the last run. It pulls a list of Stripe customers, keeps only the customer id and name, and matches each charge to the right customer by id. The flow then searches Pipedrive for an organization with the same customer name and adds a note that shows the charge description, amount, and currency. A timestamp is tracked so only new charges are processed next time, which helps prevent duplicate notes.

Setup needs active Stripe and Pipedrive accounts, valid API access, and correct credential setup in n8n Cloud. Expect faster handoffs between finance and sales and less copy and paste work. Great for SaaS, memberships, and any team that takes payments in Stripe but manages accounts in Pipedrive. After testing the search and mapping steps, turn on the schedule and let it update your CRM each day.

• Daily schedule runs at 8 am to fetch only new payment activity
• Stripe charge search filters by created time and succeeded status
• Splits the Stripe response so each charge is handled as a single item
• Gets all Stripe customers and keeps only id and name for clean matching
• Merges each charge with its customer using the customer id
• Searches Pipedrive organizations by the Stripe customer name
• Creates a Pipedrive note with charge description, amount, and currency
• Tracks last run time to avoid duplicate notes on the next schedule
• Keeps only matched organizations so notes do not go to the wrong record

• Reduce manual logging work from 1 hour a day to about 5 minutes
• Connect Stripe and Pipedrive so payment notes appear without copy and paste
• Improve data accuracy by keeping notes tied to the right organization
• Automate 100 percent of the repetitive charge to note workflow
• Give sales daily payment context to act faster on renewals and upsells

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Stripe and Pipedrive. See the Tools Required section above for links to create accounts with these services.
3. Open the Search for charges in Stripe node, click Credentials, choose Create new credential, and follow the on screen steps to connect your Stripe account. You will need your Stripe secret API key from the Stripe dashboard API keys page.
4. Open the Pipedrive nodes Search organisation and Create note, click Credentials, choose Create new credential, and follow the on screen steps to connect your Pipedrive account. You can use your Pipedrive API token from Company Settings or complete OAuth if prompted.
5. Check the Cron node and adjust the time if needed. It is set to 8 am by default.
6. Open the Get last execution timestamp node and set a safe default for the first run. If you are unsure, use a past date so only recent charges are pulled.
7. Open the Search for charges in Stripe node and confirm the query uses created greater than lastExecution and status succeeded. Run this node once to verify you see expected charges.
8. Open the Get customers node and confirm it returns all customers. In the Set node, make sure customerId equals id and customerName equals name.
9. Open the Merge nodes and confirm the first merge matches charge.customer to customerId, and the second merge adds organization data. Use the Execute Node button to test each part.
10. In Pipedrive, confirm organizations exist with names that match your Stripe customer names. If none are found, create or import the missing organizations.
11. Open the Create note node and adjust the note text if you want more context. Keep the amount divided by 100 so values show in standard currency units.
12. Run the full workflow once and check Pipedrive for new notes on the right organizations. If you see duplicates, set the lastExecution date further ahead and run again. When satisfied, activate the workflow.