Airtable
Airtable
Pipedrive
Pipedrive
Autobook Icon
Airtable
Copy all Pipedrive organizations to Airtable
Pipedrive
Copy all Pipedrive organizations to Airtable
Copy all Pipedrive organizations to Airtable
Copy all Pipedrive organizations to Airtable

Copy all Pipedrive organizations to Airtable

This playbook will copy all of your Pipedrive organizations into an Airtable database.

Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.

If you are using Pipedrive and Airtable to manage your sales pipeline and want to keep them in sync, this automation is for you. It will copy all of your Pipedrive organizations into an Airtable database. You can use this data to create reports, dashboards, and more in Airtable.

Let's set it up!

Step 1: Create an Airtable

The first step is to create an Airtable with all the fields that you want to capture like Name, address, link, time added and organization ID.

Bardeen will extract information from your Pipedrive account and get fields like name, address, link, time added and organization ID.

Step 2: Install the extension and run the playbook

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 Bardeen extension installed.

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click to run the playbook when you want to copy organization information.

Bardeen will ask you for your 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. 

Step 3: Start saving time and cppying all Pipedrive organizations to Airtable

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 use Pipedrive as your single source of truth but would like access to your data inside of Airtable.

Locate more integration possibilities for Airtable automations, Pipedrive integrations, or a Pipedrive and Airtable integration, or modify the playbook to fit your distinct workflow requirements better.

Discover more about the awesome sales and prospecting automations, data-sourcing integrations and marketing integrations available.

Explore our Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

You can also edit the playbook and add your next action to further customize the automation.

Read more about how to connect Airtable and .

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

Creator Avatar
Creator
Bardeen
Last update:
September 13, 2023

Related & similar Playbooks

Related articles

Why our users love Bardeen

Little Rocket Ship

Launch your productivity boost today.

By clicking “Accept All Cookies”, you agree to the storing of cookies. View our Privacy Policy for more information.
No items found.