Welcome to USA Payments! With just a few quick steps, you’ll be able to start collecting ACH and card payments directly from your Pipedrive deals—no developers or code required.
Step 1: Install the App
📍 Where to Go
Head to the Pipedrive Marketplace and search for USA Payments.
📥 What to Do
Click Install to begin. After installation, you’ll be automatically redirected to grant permissions.
Step 2: Grant Permissions
🔐 Why This Matters
To connect your Pipedrive account with USA Payments, you need to authorize the integration.
✅ What to Do
When prompted, click “Allow and Install”. You’ll then see a confirmation screen that says “OAuth Completed.”
Step 3: Access the App
🧩 Navigation Tip
In Pipedrive, click the puzzle piece icon in the top-right toolbar. From there, select USA Payments.
Step 4: Enter Your API Keys
🔑 Connect Your Account
Once inside the app, open the Settings page and enter your API Keys to authenticate your account.
💬 Don’t have your keys yet?
Request them directly here: https://usapayments.com/contact-us/
Step 5: (Optional) Configure Dual Pricing
⚙️ Fee Strategy
Choose whether to absorb processing fees or pass them to the customer. You can configure this:
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Globally (for all deals)
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Per individual deal (if needed)
Step 6: Enable the USA Payments Widget in Deals
📍 Make It Visible Where You Work
To make the USA Payments widget visible in every deal:
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Go to your Deals list in Pipedrive
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Click on a specific deal
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On the right-hand sidebar, click the “+” icon or select “Manage Sidebar”
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Find and enable “USA Payments Payment Collection”
Once enabled, the widget will appear in each deal’s detail view, making it easy to send payment links without leaving your CRM.
Step 7: You’re Ready
🔁 Refresh and Go
Reload the page and you’ll now see USA Payments inside your deal views. From here, you can:
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Send payment requests (ACH or Card)
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Track payments in real time
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Close deals faster with fewer tools
Need Help?
If you run into any issues during setup or usage, reach out to our support team at usapayments.com/contact.