Sync payment and customer data between Stripe and Pipedrive

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization. Prerequisites Stripe account and [Stripe credentials](https://docs...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stripe, n8n-nodes-base.set, n8n-nodes-base.merge, n8n-nodes-base.pipedrive, n8n-nodes-base.functionitem, n8n-nodes-base.itemlists, n8n-nodes-base.httprequest, n8n-nodes-base.cron

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by n8n Team.

Original n8n.io source

1.1 Workflow description

Title: Sync payment and customer data between Stripe and Pipedrive
Workflow name: Sync payment and customer data between Stripe and Pipedrive

This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization.

Prerequisites

Stripe account and Stripe credentials
Pipedrive account and Pipedrive credentials

How it works

Cron node triggers the workflow every day at 8 a.m.
HTTP Request node searches for payments in Stripe.
The Item Lists node creates separate items from a list of payment data.
Merge node takes in the payment data as an input 1.
Stripe node gets all the customers data.
Set node renames customer-related data fields and keeps only needed fields.
Merge node takes in the customer data as an input 2.
Merge node combines the payment data with the customers one.
Pipedrive node searches for the organization and creates a note with payment data.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Get customers

Type / Role: n8n-nodes-base.stripe - stripe
Config choices: Version 1

Block 2 - Rename fields and keep only needed fields

Type / Role: n8n-nodes-base.set - set
Config choices: Version 1

Block 3 - Add customer name to charge data

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 1

Block 4 - Search organisation

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 5 - Add organisation Information to charge data

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 1

Block 6 - Create note with charge information

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 7 - Get last execution timestamp

Type / Role: n8n-nodes-base.functionItem - functionItem
Config choices: Version 1

Block 8 - Set new last execution timestamp

Type / Role: n8n-nodes-base.functionItem - functionItem
Config choices: Version 1

Block 9 - Split array of charges to items

Type / Role: n8n-nodes-base.itemLists - itemLists
Config choices: Version 1

Block 10 - Search for charges in Stripe

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 2

Block 11 - Every day at 8 am

Type / Role: n8n-nodes-base.cron - cron
Config choices: Version 1

3. Summary Table

Workflow	Sync payment and customer data between Stripe and Pipedrive
Complexity	intermediate
Nodes	11
Categories	CRM
Author	n8n Team
Published	23 Aug 2022

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/1776/1776.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows

Frequently asked questions

What does Sync payment and customer data between Stripe and Pipedrive do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.

n8n Team

90 workflows

Nodes

n8n-nodes-base.stripe n8n-nodes-base.set n8n-nodes-base.merge n8n-nodes-base.pipedrive n8n-nodes-base.functionitem n8n-nodes-base.itemlists n8n-nodes-base.httprequest n8n-nodes-base.cron

Complexity

intermediate

Published 23 Aug 2022

Likes 0

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Install path: /data/workflows/1776/1776.json

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Sync payment and customer data between Stripe and Pipedrive

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Prerequisites

How it works

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Get customers

Block 2 - Rename fields and keep only needed fields

Block 3 - Add customer name to charge data

Block 4 - Search organisation

Block 5 - Add organisation Information to charge data

Block 6 - Create note with charge information

Block 7 - Get last execution timestamp

Block 8 - Set new last execution timestamp

Block 9 - Split array of charges to items

Block 10 - Search for charges in Stripe

Block 11 - Every day at 8 am

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions