If you need to keep track of your sales pipeline in Airtable, this automation is for you. It will copy all your deals from Pipedrive into an Airtable database. You can customize the automation to your own liking and even use it for other apps as well.
Let’s set it up!
The first step is to create an Airtable with all the fields you want to save for you Pipedrive deals like title, link, close date and deal value.
Bardeen will extract all the information from your deals and save the information to your database.
You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Airtable and Pipedrive
Click the “Pin it” button at the top of this page to get this automation saved to your Playbook, if you already have the Bardeen extension installed.
Activate Bardeen (or hit OPTİON + B on your keyboard) and click to run the playbook for when you want to copy a list of your Pipedrive deals to Airtable. It will find every deal, get the information and save it to your Airtable database.
Click on the playbook card, and the setup flow will start.
You will be asked to choose an Airtable. After you choose the database, you will get a prompt 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.
When you want a copy of all your Pipedrive deals, activate Bardeen (or hit OPTİON + B) and run this playbook. It will
Find more Airtable automations, Pipedrive automations, or edit the playbook to suit your own workflow.
Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.