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Do you spend a lot of time manually transferring your Pipedrive contacts to Airtable? This can be tedious, especially when you have many contacts.
Fortunately, this automation can help! With this playbook, you can easily transfer all your contacts from Pipedrive to Airtable with just a few clicks. Automating the process ensures that your data is accurate and up-to-date across both platforms, streamlines your workflow and boosts your productivity. With better access to and management of contacts in Airtable, you can make better and more data-driven decisions.
Why struggle with manual data entry when automation can make your life easier? Let's explore how automating Pipedrive contacts to Airtable can benefit you and your business.
Let’s set it up!
The first step is to create a database with all the information you want to capture from the PipeDrive contacts.
Bardeen will extract information like Pipedrive ID, name, organization link, phone number and email address and add the information to your Airtable database.
Click the “Pin it” button at the top of this page to save this automation to your Playbook.
When you run Bardeen for the first time, you will be prompted to install the browser extension. Additionally, Bardeen will prompt you to integrate Airtable and Pipedrive.
Click on the playbook card, and the setup flow will start.
You will be asked to specify the Airtable where you want to save the data. Once you choose the Airtable, you will be prompted to map the information to the fields in Airtable.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!
Click on “Save Input” and checkmark Airtable. You can edit Inputs later by hovering over the playbook.
Whenever you want a copy of all your Pipedrive contacts in Airtable, press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen, and run this playbook. It will copy all the data to your Airtable with one click.
This automation is fantastic if you want to leverage the flexibility of Airtable with your PipeDrive contacts data.
Find more Airtable automations, Pipedrive automations, and the combination of both Pipedrive and Airtable or edit the playbook to suit your own workflow.
Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.
You can also find more about how to automate the lead management process and automate your sales prospecting process.
