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Pipedrive + SimplyNoted

Create SimplyNoted custom cards from new Pipedrive activities

Effortlessly enhance your client engagement process with this automation. When new activities are created in Pipedrive, a personalized greeting card will be sent using SimplyNoted. This workflow ensures consistent communication and strengthens your business relationships while saving time on manual tasks.

Effortlessly enhance your client engagement process with this automation. When new activities are created in Pipedrive, a personalized greeting card will be sent using SimplyNoted. This workflow ensures consistent communication and strengthens your business relationships while saving time on manual tasks.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    SimplyNotedSimplyNoted
    Send Custom Card

    Sends a custom card to a new recipient.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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simply-noted logo
simply-noted logo

About SimplyNoted

Simply Noted allows you to order Handwritten Cards and have them sent to your customers.

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