Create a Pipedrive note associated with a person

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

Communication
CRM
Time saving:
2 min

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.

aabdb048-d392-4099-8461-1a446f6555cc

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 Pipedrive note associated with a person
playbook-id=aabdb048-d392-4099-8461-1a446f6555cc, playbook-rank=first
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Done
Launch Bardeen
Click on the extension icon or press OPT+B.
Got it