If you are looking for a way to keep all your deals in one place and avoid copy-pasting data manually, this automation is for you. It will copy all your Pipedrive deals into a Notion database with all the details like the deal name, value, date, and more. You can quickly create a shareable resource for your team to stay up to date on your deals. If you are a sales manager, you can keep tabs on your team's deals and pipeline and make better decisions.
Let’s set it up!
The first step is to create a Notion database with all the fields you want to capture for your deals
Bardeen will extract information from every deal like title, link, close date, deal value, and many more and add it 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 Pipedrive and Notion.
Click on the playbook card, and the setup flow will start.
You will be asked to specify your Notion database. After you choose the database, you will get a prompt 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.
When you want to copy all your deals to 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 get information from all of your deals and save them to the correct fields in Notion.
This automation is fantastic if you are using Pipedrive as your single source of truth but would like to have a secondary database of information.
Explore how to automate Pipedrive workflow 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!