Keap + Pipedrive

Create new notes in Keap from new Pipedrive notes

Boost your productivity and ensure no detail is missed with this efficient workflow. Anytime you add a new note in Pipedrive, a corresponding note is immediately created in Keap. This automation reduces manual data entry, aligns information across multiple platforms, and ensures critical details are always at your fingertips regardless of the application you are using. It's a simple solution for cross-platform note management.

Boost your productivity and ensure no detail is missed with this efficient workflow. Anytime you add a new note in Pipedrive, a corresponding note is immediately created in Keap. This automation reduces manual data entry, aligns information across multiple platforms, and ensures critical details are always at your fingertips regardless of the application you are using. It's a simple solution for cross-platform note management.

  1. When this happens...
    PipedrivePipedrive
    New Note

    Triggers when a new note is created.

    TriggerInstant
  2. automatically do this!
    KeapKeap
    Create Note

    Creates a new note on a contact record

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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 more

Related categories

  • CRM (Customer Relationship Management)

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