Integrations used
Saves at least
2 min
Add
an activity to a Pipedrive deal
playbook Template
Add an activity to a Pipedrive deal
This Playbook will add an activity to a Pipedrive deal.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Create Pipedrive activity
Action
Bardeen's playbook for Pipedrive enhances sales prospecting by automating activity creation within deals. Efficiently managing deal-related activities is crucial for maintaining momentum in the sales pipeline and ensuring timely follow-ups. This Pipedrive integration keeps your deal activities organized and updated, helping your sales team focus on what they do best—selling.
Here is how this workflow automates activity creation in Pipedrive:
- Step 1: Create Pipedrive activity - This command leverages Bardeen's integration with Pipedrive to seamlessly add a new activity to a specific deal. You will need to provide the activity's name and the deal it is associated with. This step eliminates the need for manual entry, ensuring that your sales data remains consistent and up-to-date.
How to run the playbook
By effortlessly integrating with Pipedrive, this automation helps you to add an activity to your deals, boosting productivity and keeping your pipeline moving. No more juggling between different platforms or manually updating deal details. Say goodbye to the hassle of entering repetitive tasks manually.
You’ll conveniently be able to schedule follow-ups, meetings, or any other activities directly within your deals. With this automation, you can focus on what matters most: building meaningful customer relationships and closing deals.
Whether you're a sales professional looking to maximize efficiency or a business owner seeking to optimize your team's performance, this automation is designed to address your pain points and enhance your sales effectiveness.
Let’s set it up!
Step 1: Pin the playbook and integrate Pipedrive
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Pipedrive.
Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify the activity name and the Pipedrive deal.
Click on “Save Input” and checkmark Pipedrive. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook
Whenever you want to add an activity to a Pipedrive deal, press Option + B on Mac or Alt + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and specify the Pipedrive deal.
Bardeen will help you add activities to Pipedrive deals with a shortcut and without opening new tabs.
You can also edit the playbook and add your next action to further customize the automation.
Find more Pipedrive integrations and explore more Pipedrive workflow automation examples.
You can also find more about how to increase your personal productivity and streamline your sales and prospecting process.
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FAQs
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Playbooks: My shared playbook is not updating, how can I share an updated version?
For your shared playbook to be updated, you need to unshare your playbook and share it again. This will generate a new link. To do this: 1) Edit the playbook. 2) Unshare it (click on share, then the “unshare” button) 3) Share it again
Tables: Is it possible to save data from a Table to a CSV file?
This is possible! Edit your automation and add the "Convert table to CSV" action on the end. You should get the CSV once you run the playbook.
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Yes. Since Bardeen lives on your browser, Playbooks like "Enrich Linkedin links from a Google Sheet" open the Linkedin profiles in the background and scrape their information. This happens from your currently opened Linkedin account, so people can see you've visited their profile.
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.