PayKickstart
by PayKickstart
Automate the process of passing customer information and purchase actions from PayKickstart in to your Pipedrive account.
PayKickstart takes care of:
Creating PayKickstart leads and customers as Pipedrive contacts
Creating deals and assigning the appropriate stage in your pipeline based on key actions (new trial, new transaction, new subscription)
Customer data syncing with Pipedrive
Updating an existing deal based on updated event
Sign-up for a PayKickstart account
Log in and connect your Pipedrive account from the Integrations area
Go to your product settings, under "Integrations" and select Pipedrive, where it says "CRM"
Select which PayKickstart “events" should automatically trigger creating or updating a Pipedrive deal with the customer information and deal stage
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