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Braintree + Pipedrive Integrations

Appy Pie Connect allows you to automate multiple workflows between Braintree and Pipedrive

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About Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best ways to Integrate Braintree + Pipedrive

  • Braintree Pipedrive

    Braintree + Pipedrive

    Create Person to Pipedrive from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Pipedrive Create Person
  • Braintree Pipedrive

    Braintree + Pipedrive

    Create Deal to Pipedrive from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Pipedrive Create Deal
  • Braintree Pipedrive

    Braintree + Pipedrive

    Create Activity to Pipedrive from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Pipedrive Create Activity
  • Braintree Pipedrive

    Braintree + Pipedrive

    Update Person in Pipedrive when New Customer is created in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Pipedrive Update Person
  • Braintree Pipedrive

    Braintree + Pipedrive

    Create Note to Pipedrive from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree New Customer
     
    Then do this...
    Pipedrive Create Note
  • Braintree {{item.actionAppName}}

    Braintree + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Braintree + Pipedrive in easier way

It's easy to connect Braintree + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Customer

    Create a new customer.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Braintree & Pipedrive Integrations Work

  1. Step 1: Choose Braintree as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Braintree to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Braintree and Pipedrive

  • Braintree is an online payment processor that enables businesses to accept payments through various channels, including credit card, PayPal and Apple Pay.
  • Pipedrive is a CRM spution (Customer Relationship Management. used by small and medium-sized businesses to manage contacts, leads, opportunities and sales pipeline.
  • Integration of Braintree and Pipedrive

    Benefits of Integration of Braintree and Pipedrive

  • Braintree and Pipedrive Integration
  • To integrate Braintree and Pipedrive you should install the Braintree gateway in your Pipedrive account. The integration can be done manually or via APIs. For more details about automatic integration, visit the integrations page on the support center.
  • If you want to activate the integration manually, fplow these steps:
  • Go to “Settings” -> “Integrations” -> “Braintree”
  • Add your account credentials from Braintree into “Account Name” and “API Key” fields. Check “Enable this integration” checkbox to activate.
  • Benefits of Integration of Braintree and Pipedrive

  • Payment information will be automatically added to the right contact in your Pipedrive contact list when a new payment comes in or a new customer signs up for it. This way you can easily track payments and see which clients have paid you or are due for a payment. Since payment information is linked to the contact, you can get all the necessary info directly from Pipedrive without having to track down the invoice in your accounting software.
  • The process to integrate Braintree and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.