Do you find yourself spending way too much time transferring your Pipedrive contacts to Coda? I know, it can be pretty tedious, especially when you have a lot of contacts.
But don't worry, I've got just the thing to help! With this playbook, you can easily transfer all your Pipedrive contacts to Coda with just a few clicks.
By automating the process, you can rest easy knowing that your data is accurate and up-to-date across both platforms, which will definitely streamline your workflow and boost your productivity. Plus, with better access to and management of your contacts in Coda, you'll be able to make better and more data-driven decisions.
So why struggle with manual data entry when automation can make your life so much easier? Let's take a look at how automating Pipedrive contacts to Coda 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 Coda 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 Coda and Pipedrive.
Click on the playbook card, and the setup flow will start.
You will be asked to specify the Coda database where you want to save the data. Once you choose the Coda, you will be prompted to map the information to the fields in Coda.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda 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 Coda. You can edit Inputs later by hovering over the playbook.
Whenever you want a copy of all your Pipedrive contacts in Coda, 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 Coda with one click.
This automation is fantastic if you want to leverage the flexibility of Coda with your PipeDrive contacts data.
Find more Coda automations, Pipedrive automations, and the combination of both Pipedrive and Coda 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.