Pipedrive + Utopian Labs

Create Pipedrive notes for new Pipedrive organizations researched by Utopian Labs

Manually researching and documenting new organizations in Pipedrive can be time-consuming and prone to error, especially when gathering detailed lead information. When this Zap runs, it automatically takes new Pipedrive organizations, uses Utopian Labs to research the associated lead, and creates detailed notes in Pipedrive—ensuring all relevant data is captured efficiently. This integration saves time, enhances organization management, and helps your team maintain a more accurate and streamlined workflow.

Manually researching and documenting new organizations in Pipedrive can be time-consuming and prone to error, especially when gathering detailed lead information. When this Zap runs, it automatically takes new Pipedrive organizations, uses Utopian Labs to research the associated lead, and creates detailed notes in Pipedrive—ensuring all relevant data is captured efficiently. This integration saves time, enhances organization management, and helps your team maintain a more accurate and streamlined workflow.

  1. When this happens...
    PipedrivePipedrive
    New Organization

    Triggers when a new organization is created.

    TriggerPolling
  2. automatically do this...
    Utopian LabsUtopian Labs
    Research a Lead

    Performs research on a lead

    ActionWrite
  3. then do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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  • CRM (Customer Relationship Management)

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About Utopian Labs

Utopian Labs is a Research Lab specializing in sales. We build AI agents and models that you can use directly in your current sales process.

Related categories

  • Sales & CRM