Save Realtor.com property as a Pipedrive note

Managing property details just got smoother. This automation effortlessly saves Realtor.com property specifics as Pipedrive notes, seamlessly linking them to relevant persons or deals.

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Ever faced the challenge of juggling property information across platforms? Visualize the back-and-forth hassle of toggling between apps, the risk of missing crucial details, and the time sink it becomes. Now, picture a more streamlined approach where automation takes center stage.

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For real estate professionals aiming to enhance their property management or meticulous dealmakers who value organized notes, this automation adds a layer of efficiency to your workflow. It's all about optimizing without overcomplicating.

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Why settle for manual data transfers when you can leverage automation? Put this savvy tool to work and witness your property management process becoming more streamlined and structured. 

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Let’s set it up!

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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.

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Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to specify a Pipedrive person, deal and organization. 

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Click on “Save Input” and checkmark Pipedrive. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

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Step 2: Run the playbook to save Realtor.com property as Pipedrive note

To get your property from Realtor.com saved to Pipedrive as a new note, navigate to the property page.

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Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to get the Realtor.com property details saved as a Pipedrive note. It will copy all the relevant information from the property and save it as a Pipedrive note.

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

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Find more Realtor.com and Pipedrive integrations.

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You can also find more about how to increase your personal productivity and automate your marketing workflow.

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