Connect Pipedrive and Pinch Payments
Integrate Pipedrive with Pinch Payments to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Scheduled Payment in Pinch Payments when New Deal in Pipedrive
Add a Source to a Payer in Pinch when New Deal in Pipedrive
Create or Update Payer in Pinch when New Deal in Pipedrive
Add a Subscription to Pinch when New Deal in Pipedrive
Find a Subscription in Pinch when New Deal in Pipedrive
Popular Pipedrive + Pinch Payments flows
Start from a real workflow other teams are already running.
Choose a trigger
Pipedrive
When this happens...
New Deal
Updated Deal
New Note Created
New Activity Created
New Lead Created
New Organization Created
Updated Organization
New Person Created
Update Deal Stage
New Project Created
Update Person
Update Activity
Update Note
Updated Pipeline
Updated Product
Updated User
Choose an action
Pinch Payments
Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
Create or Update Scheduled Payment in Pinch Payments when New Deal in Pipedrive
Use this flowAdd a Source to a Payer in Pinch when New Deal in Pipedrive
Use this flowCreate or Update Payer in Pinch when New Deal in Pipedrive
Use this flowAdd a Subscription to Pinch when New Deal in Pipedrive
Use this flowFind a Subscription in Pinch when New Deal in Pipedrive
Use this flowCreate Realtime Payment with Pinch Payments when New Deal in Pipedrive
Use this flowFind an Event in Pinch when New Deal in Pipedrive
Use this flowFind Payer in Pinch when New Deal in Pipedrive
Use this flowCreate or Update Scheduled Payment in Pinch Payments when Updated Deal in Pipedrive
Use this flowAdd a Source to a Payer in Pinch when Updated Deal in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between Pipedrive and Pinch Payments.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
New Note Created
Runs when a new note is created in Pipedrive.
New Activity Created
Runs when a new activity is created in Pipedrive.
New Lead Created
Runs when a new lead is created in Pipedrive.
New Organization Created
Runs when a new organization is created.
Do thisActions
Action is the task that follows automatically within your Pipedrive integrations.
Create Person
Creates a new person (contact) with optional phone, email, owner, organization, labels, and visibility.
Find User
Finds a user by name, email, or id.
Find Deal
Finds a deal by any field and optionally creates one if none is found.
Find Lead
Finds a lead by title or field value. Optionally, create a lead if none are found.
Search Person
Finds a person in your Pipedrive account by name or selected fields.
Create Deal
Creates a new deal in Pipedrive with title, owner, pipeline or stage, value, currency, and optional details like status, probability, dates, labels, and related person or organization.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Pipedrive and Pinch Payments workflows.
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About Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn more
About Pinch Payments
Pinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pipedrive and Pinch Payments accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pipedrive and Pinch Payments as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pinch Payments. No coding required.
Yes. You can set up a workflow where Pipedrive triggers actions in Pinch Payments, and a separate workflow where Pinch Payments triggers actions in Pipedrive. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pipedrive and Pinch Payments. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipedrive and Pinch Payments integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
