Airtable + Pipedrive

Create Pipedrive notes for new Airtable records in view

Easily keep track of new records in your Airtable views by seamlessly creating notes in Pipedrive with this efficient workflow. When a new record appears in an Airtable view, a corresponding note will be added to Pipedrive, ensuring you stay organized and up-to-date on important information. Save time and improve productivity with this simple automation.

Easily keep track of new records in your Airtable views by seamlessly creating notes in Pipedrive with this efficient workflow. When a new record appears in an Airtable view, a corresponding note will be added to Pipedrive, ensuring you stay organized and up-to-date on important information. Save time and improve productivity with this simple automation.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created or new or existing records when first added to a selected view.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • NameRequired

    • Workspace IDRequired

    • Number of TablesRequired

    Action
    Write
    • BaseRequired

    • Table NameRequired

    • Table Description

    • Primary Field Name

    • Primary Field Type

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

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  • Databases

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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.
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Related categories

  • CRM (Customer Relationship Management)

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