Autobook IconCreate Pipedrive note associated with a personCreate Pipedrive note associated with a personCreate Pipedrive note associated with a personCreate Pipedrive note associated with a person

Create Pipedrive note associated with a person

This playbook will create a note associated with a Pipedrive contact.

Create ad-hoc notes for a Pipedrive contact on the fly.


You no longer need to open Pipedrive in a new tab, search people and click around to add a simple note.


Just launch the playbook from anywhere, including this very article! Write the note and select the person! Boom. That’s it.


Try it! 



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

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When running a Play- or Autobook you'll be asked for following information:
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Creator
Bardeen
Last update:
February 16, 2022

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Bardeen - One-click automations for your repetitive tasks | Product Hunt
Bardeen - One-click automations for your repetitive tasks | Product Hunt