Spend less time transferring Pipedrive contacts to Notion with our automation playbook.
With just a few clicks, you can easily transfer all your contacts, ensuring accurate and up-to-date data across both platforms. This automation streamlines your workflow and boosts your productivity, giving you better access to and management of contacts in Notion.
Say goodbye to manual data entry and hello to easier processes. Explore how automating Pipedrive contacts to Notion can benefit you and your business today!
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 Notion 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 Notion and Pipedrive.
Click on the playbook card, and the setup flow will start.
You will be asked to specify the Notion where you want to save the data. Once you choose the Notion, you will be prompted to map the information to the fields in Notion.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Notion 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 Notion. You can edit Inputs later by hovering over the playbook.
Whenever you want a copy of all your Pipedrive contacts in Notion, 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 Notion with one click.
You can run the playbook from anywhere in your browser, no need to switch apps at all!
This automation is fantastic and offers benefits for Notion and PipeDrive users. It streamlines your workflow and improves efficiency and productivity. Whether you're managing a small business or a large corporation, this automation will have a significant impact on your operations. Try it today and see for yourself!
Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!