Pipedrive is a popular sales CRM tool that allows sales and marketing teams to manage their leads and deals effectively. By integrating Pipedrive with Notion, users can easily import data from Pipedrive and organize it in a Notion database.
This can be useful for sales teams to keep track of their leads and deals, as well as for collecting data on companies. You canuse this integration to create a database of all the companies you have worked with in the past, including contact information, deal stages, and notes on the relationship. This can help the team stay organized and ensure that they have all the information they need to make informed decisions about their sales strategy.
Let's set it up!
The first step is to create a Notion database with all the fields that you want to save.
Bardeen will extract organization information like name, address, link and organization ID from your Pipedrive account.
Click the “Pin it” button at the top of this page to save this automation to your 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 Notion and Pipedrive.
Click on the playbook card, and the setup flow will start. You will be asked to chose a 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 your information from your Pipedrive organizations, press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen and run this playbook. It will save all the organization information to Notion with one click.
This automation is fantastic if you are using Pipedrive as your single source of truth but would also like to have a copy of all your organizations in Notion.
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!