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!
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.
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.
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 combination of both Pipedrive and Airtable, or modify the playbook to fit your distinct workflow requirements better.
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Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.