Pipedrive
Notion
Workflow Template

Copy all Pipedrive organizations to Notion

This Playbook will copy all of your Pipedrive organizations into a Notion database.
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Find Pipedrive organization
Action
Create Notion page
Action

How does this automation work?

Bardeen connects Pipedrive with Notion to streamline your CRM management and improve productivity. Pipedrive is a powerful CRM tool used by many businesses to manage their sales processes and customer relationships. Notion, on the other hand, is an all-in-one workspace that can serve as a powerful knowledge base. By copying all Pipedrive organizations into a Notion database, you will have all the information you need in a single place, allowing you to make informed decisions and save time.

Here is how this workflow works:

  1. Find Pipedrive organization: Bardeen connects to Pipedrive to extract information about all the organizations stored in your CRM. This allows you to have a comprehensive list of all the organizations you deal with.
  2. Create Notion page: Bardeen then creates a new page in your specified Notion database. This page will contain all the information obtained from Pipedrive, allowing for easy access and reference. Remember to specify the Notion database where the page will be created.
Run this Notion automation with Bardeen in minutes.

How to run the workflow

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!

Step 1: Create a Notion database

The first step is to create a Notion database with all the fields that you want to save.

Notion database

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

Step 2: Install the extension and run the playbook to copy all Pipedrive organizations to Notion

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.

Field mapping Pipedrive with 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. 

Remember inputs for Notion database

Step 3: Start saving and automating Pipedrive and Notion workflow

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.

Pipedrive organization data in Notion

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.

Locate more integration possibilities for Notion automations, Pipedrive integrations, or a Pipedrive and Notion integrations, 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 how to automate Pipedrive workflow to supercharge your CRM workflows with Bardeen.

Run this Notion automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy all Pipedrive organizations to Notion
Copy all Pipedrive organizations to Notion
Copy all Pipedrive organizations to Notion
Types:
Both
Actions
Triggers
Update Notion page
Update Notion page
Action
Add database to page
Add database to page
Action
Find Pipedrive note
Find Pipedrive note
Action
Find Notion pages
Find Notion pages
Action
Open Notion page
Open Notion page
Action
Create Pipedrive organization
Create Pipedrive organization
Action
When Notion page is updated
When Notion page is updated
Trigger
When Notion page is created or updated
When Notion page is created or updated
Trigger
Create Pipedrive person
Create Pipedrive person
Action
Navigates to database in browser
Navigates to database in browser
Action
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FAQs

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