Create a note in Pipedrive with selected text

This playbook will create a note associated with a Pipedrive contact using selected text on the currently opened web page.

Productivity
CRM
Time saving:
2 min

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"

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

8a12469e-baeb-4f4b-a917-c7e2ff0ef970

How to integrate Notion

Before you can start using playbooks for Notion you have to set up Notion and the databases you want to use.
Learn how to integrate Notion
1

Launch Bardeen

Launch Bardeen with the shortcut (OPT+B) or by clicking the Bardeen icon in the Chrome extension bar.
2

Pick & run the playbook

Click on the highlighted card or type the playbook title in the search bar and press enter to execute.
Create a note in Pipedrive with selected text
playbook-id=8a12469e-baeb-4f4b-a917-c7e2ff0ef970, playbook-rank=first
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Done
Launch Bardeen
Click on the extension icon or press OPT+B.
Got it