Airtable + Pipedrive
Manage new or updated Airtable records by creating notes in Pipedrive
Stay updated with your sales process with this efficient automation. Whenever a new or updated record is added to your Airtable, a note is instantly created in Pipedrive. This way, you can easily keep tabs on important information, ensuring that changes in Airtable are reflected in your sales pipelines. This workflow delivers a seamless way to link your data handling with your sales efforts.
Stay updated with your sales process with this efficient automation. Whenever a new or updated record is added to your Airtable, a note is instantly created in Pipedrive. This way, you can easily keep tabs on important information, ensuring that changes in Airtable are reflected in your sales pipelines. This workflow delivers a seamless way to link your data handling with your sales efforts.
- When this happens...
New or Updated RecordTriggers when a record is created or updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
RecordRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cache Copy
BaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Number of RecordsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Search by Field
Search Value
Search type
Search Formula
Limit to View
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Search KeywordRequired
Search In
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch KeywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Search by Field
Search Value
Search type
Search Formula
Limit to View
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Workspace IDRequired
Number of TablesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Table IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Airtable
Related categories
About Pipedrive
Related categories
Related Zap Templates
- Add new Pipedrive deals to Airtable as records
- Create Airtable records from updated deal stages in Pipedrive
- Create people in Pipedrive from new records in Airtable
- Update Pipedrive deals when new Airtable records are created
- Create people in Pipedrive from new or updated records in Airtable
- Update Pipedrive persons when Airtable records are new or updated
- Create Pipedrive notes for new Airtable records in view
- Update Airtable records when new Pipedrive deals match filters
- Create new Pipedrive deals from new Airtable records
- Create new Pipedrive people from new Airtable records
- Create new Pipedrive leads from new Airtable records
- Add new Pipedrive people to Airtable as records
- Update Airtable records when new leads are added in Pipedrive
- Create Airtable records with line items for new Pipedrive activities
- Update Airtable records automatically when Pipedrive deal stages are updated
- Turn Pipedrive deal matching filters into Airtable records instantly
- Create notes in Pipedrive when new records are added in Airtable
- Create records in Airtable for new organizations in Pipedrive
- Create new Pipedrive deals from new Airtable records
- Update Pipedrive deals when new or updated records happen in Airtable
- Update records in Airtable when deal stages in Pipedrive are updated
- Manage new leads in Pipedrive by creating or updating records in Airtable
- Create new Pipedrive activities from new Airtable records
- Manage new Pipedrive filters by creating or updating records in Airtable
- Update records in Airtable when deal matching filters occur in Pipedrive
- Create or update records in Airtable for new organizations in Pipedrive
- Create or update Airtable records when new matching activities are filtered in Pipedrive
- Update records in Airtable when new deals are created in Pipedrive
- "update Airtable records with newly updated deals from Pipedrive"
- Create or update Airtable records for new Pipedrive deals
- Update and manage records in Airtable when organizations in Pipedrive are updated
- Update Airtable records when new matching organizations are found in Pipedrive
- Create Airtable records from new activities in Pipedrive
- Create new records in Airtable from new activities in Pipedrive
- Update Airtable records when persons are updated in Pipedrive
- Update records in Airtable when deals are updated in Pipedrive
- Manage new Pipedrive activities by creating or updating records in Airtable
- Create or update Airtable records for new people in Pipedrive
- Update Pipedrive organizations with new or updated Airtable records
- Create activities in Pipedrive from new or updated records in Airtable
- Update Airtable records when persons get updated in Pipedrive
- Update Airtable records whenever persons are updated in Pipedrive
- Create new Airtable records each time a deal matching filter is triggered in Pipedrive
- Create new Pipedrive organizations from new Airtable records
Related Zap Templates
- Add new Pipedrive deals to Airtable as records
- Update Pipedrive deals when new Airtable records are created
- Create Pipedrive notes for new Airtable records in view
- Create new Pipedrive people from new Airtable records
- Update Airtable records when new leads are added in Pipedrive
- Turn Pipedrive deal matching filters into Airtable records instantly
- Create new Pipedrive deals from new Airtable records
- Manage new leads in Pipedrive by creating or updating records in Airtable
- Update records in Airtable when deal matching filters occur in Pipedrive
- Update records in Airtable when new deals are created in Pipedrive
- Update and manage records in Airtable when organizations in Pipedrive are updated
- Create new records in Airtable from new activities in Pipedrive
- Manage new Pipedrive activities by creating or updating records in Airtable
- Create activities in Pipedrive from new or updated records in Airtable
- Create new Airtable records each time a deal matching filter is triggered in Pipedrive
- Create Airtable records from updated deal stages in Pipedrive
- Create people in Pipedrive from new or updated records in Airtable
- Update Airtable records when new Pipedrive deals match filters
- Create new Pipedrive leads from new Airtable records
- Create Airtable records with line items for new Pipedrive activities
- Create notes in Pipedrive when new records are added in Airtable
- Update Pipedrive deals when new or updated records happen in Airtable
- Create new Pipedrive activities from new Airtable records
- Create or update records in Airtable for new organizations in Pipedrive
- "update Airtable records with newly updated deals from Pipedrive"
- Update Airtable records when new matching organizations are found in Pipedrive
- Update Airtable records when persons are updated in Pipedrive
- Create or update Airtable records for new people in Pipedrive
- Update Airtable records when persons get updated in Pipedrive
- Create new Pipedrive organizations from new Airtable records
- Create people in Pipedrive from new records in Airtable
- Update Pipedrive persons when Airtable records are new or updated
- Create new Pipedrive deals from new Airtable records
- Add new Pipedrive people to Airtable as records
- Update Airtable records automatically when Pipedrive deal stages are updated
- Create records in Airtable for new organizations in Pipedrive
- Update records in Airtable when deal stages in Pipedrive are updated
- Manage new Pipedrive filters by creating or updating records in Airtable
- Create or update Airtable records when new matching activities are filtered in Pipedrive
- Create or update Airtable records for new Pipedrive deals
- Create Airtable records from new activities in Pipedrive
- Update records in Airtable when deals are updated in Pipedrive
- Update Pipedrive organizations with new or updated Airtable records
- Update Airtable records whenever persons are updated in Pipedrive