Pipedrive
Airtable
playbook Template

Copy all Pipedrive contacts to Airtable

This Playbook will copy all Pipedrive contacts to Airtable.

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?

Find Pipedrive person
Action
Add data to Airtable
Action

Streamlining the process of transferring contacts from one platform to another can be a daunting task. Bardeen offers a solution that simplifies this process by copying all Pipedrive contacts to Airtable. This automation benefits sales professionals and businesses by ensuring that their customer information is up-to-date and accessible across all platforms, thus helping to maintain a unified view of contacts and streamline lead management processes.

Here is how this workflow seamlessly transfers your Pipedrive contacts to Airtable:

  • Step 1: Retrieve Pipedrive Contacts - This integration with Pipedrive allows Bardeen to fetch the details of contacts stored in Pipedrive, ensuring that no manual export or data entry is needed.
  • Step 2: Copy Contacts to Airtable - Bardeen then takes the contacts obtained from Pipedrive and appends them to an Airtable base of your choice. You will need to specify the Airtable base where you want the contacts to be copied. This step is crucial for maintaining a centralized repository of contact information that can be easily accessed and managed.
Run this Airtable automation with Bardeen in minutes.

How to run the playbook

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!

Step 1: Create an Airtable

The first step is to create a database with all the information you want to capture from the PipeDrive contacts.

Airtable for 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.

Step 2: Set up and run the playbook to copy all Pipedrive contacts to Airtable

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.

Aitable and Pipedrive field mapping

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. 

Save inputs

Step 3: Start saving!

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 Pipedrive and Airtable integrations or edit the playbook to suit your own workflow.

Explore how to automate Pipedrive workflow 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.

Run this Airtable automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy all Pipedrive contacts to Airtable
Copy all Pipedrive contacts to Airtable
Copy all Pipedrive contacts to Airtable
Types:
Both
Actions
Triggers
Create Pipedrive person
Create Pipedrive person
Action
Create Pipedrive note
Create Pipedrive note
Action
Create Pipedrive deal
Create Pipedrive deal
Action
Add data to Airtable
Add data to Airtable
Action
Get Airtable base
Get Airtable base
Action
When Table changes
When Table changes
Trigger
Get values from Airtable table
Get values from Airtable table
Action
Get Airtable tables from base
Get Airtable tables from base
Action
Find Pipedrive deals
Find Pipedrive deals
Action
Update Pipedrive person
Update Pipedrive person
Action
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