Crunchbase
Pipedrive
playbook Template

Save Crunchbase company to Pipedrive

This Playbook will save the currently opened Crunchbase company to Pipedrive.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

Scrape data on active tab
Action
Create Pipedrive organization
Action

How does this automation work?

Bardeen's Playbook "Save Crunchbase company to Pipedrive" automates the process of capturing and transferring valuable company information from Crunchbase directly into your Pipedrive CRM. This seamless integration saves time by eliminating manual data entry, allowing sales teams to quickly populate their pipelines with up-to-date company profiles and focus on engaging potential clients.

Follow these steps to automate the saving of Crunchbase company data to Pipedrive:

  • Step 1: Scrape Crunchbase Company Profile - This step involves using the Scraper to extract company data from the currently active Crunchbase tab. The Scraper is configured with a template specifically designed for Crunchbase organization profiles.
  • Step 2: Create Pipedrive Organization - Once the data is scraped, Bardeen will create a new organization in Pipedrive with the company name obtained from Crunchbase. Pipedrive is a CRM tool that helps manage sales processes.
Run this Crunchbase automation with Bardeen in minutes.

How to run the workflow

Are you tired of the manual hustle involved in saving Crunchbase company information to Pipedrive? Well, we've got fantastic news for you! This automation is here to improve your workflow and make your life a whole lot easier.

With this automation, you can say goodbye to the time-consuming task of manually transferring data between Crunchbase and Pipedrive. Say hello to seamless integration and effortless organization.

Whether you're a sales professional building a robust pipeline or a business owner tracking potential leads, this automation is your ultimate productivity booster. Streamline your processes, stay on top of your game, and close deals with confidence.

Don't let manual data entry slow you down. Embrace the power of automation, supercharge your sales process, and let this  automation revolutionize the way you manage Crunchbase company information in Pipedrive. 

Let’s set it up!

Step 1: Pin the playbook and integrate Pipedrive

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Pipedrive.

Step 2: Run the playbook to save Crunchbase data to Pipedrive

Whenever you want to save a Crunchbase company to Pipedrive, navigate to the company page.

Press Option + B on your keyboard to launch Bardeen. Click on the playbook card to run it. It will create a new Pipedrive organization with the company information.

You can also edit the playbook and add your next action to further customize the automation.

Find more Crunchbase integrations, and Pipedrive integrations.

You can also find more about automating your sales and prospecting process and explore more Pipedrive workflow automation examples.

Run this Crunchbase automation with Bardeen in minutes.

Available actions & triggers

Apps:
Save Crunchbase company to Pipedrive
Save Crunchbase company to Pipedrive
Save Crunchbase company to Pipedrive
Types:
Both
Actions
Triggers
Create Pipedrive activity
Create Pipedrive activity
Action
Find Pipedrive person
Find Pipedrive person
Action
Create Pipedrive note
Create Pipedrive note
Action
Update Pipedrive person
Update Pipedrive person
Action
Create Pipedrive deal
Create Pipedrive deal
Action
Create Pipedrive organization
Create Pipedrive organization
Action
Find Pipedrive organization
Find Pipedrive organization
Action
Find Pipedrive deals
Find Pipedrive deals
Action
Find Pipedrive note
Find Pipedrive note
Action
Create Pipedrive person
Create Pipedrive person
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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