Create a note in Pipedrive with the selected text
How does this automation work?
Bardeen's playbook "Create a note in Pipedrive with the selected text" empowers sales professionals to quickly capture insights directly into their CRM. With this automation, anytime you come across valuable information on a webpage, you can select the text and have it saved as a note in Pipedrive, associated with the relevant contact. This feature is a significant time-saver and ensures that valuable data is captured instantly, enhancing customer relationships and sales strategies.
Here's how to create a Pipedrive note from the selected webpage text:
- Step 1: Capture selected text - The Scraper is used to grab the text you've selected on the current webpage. This removes the need for manual copying and pasting, streamlining data collection.
- Step 2: Create Pipedrive note - The selected text is then used to create a new note in Pipedrive, associated with a contact. Pipedrive is a CRM tool that aids in managing sales interactions and customer relationships.
How to run the workflow
This playbook is fantastic for logging research notes and communication from LinkedIn or WhatsApp messages.
It's always best to see this playbook in action! Click "Try It"
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