Add an activity to a Pipedrive deal

By effortlessly integrating with Pipedrive, this automation helps you to add an activity to your deals, boosting productivity and keeping your pipeline moving. No more juggling between different platforms or manually updating deal details. Say goodbye to the hassle of entering repetitive tasks manually.

You’ll conveniently be able to schedule follow-ups, meetings, or any other activities directly within your deals. With this automation, you can focus on what matters most: building meaningful customer relationships and closing deals. 

Whether you're a sales professional looking to maximize efficiency or a business owner seeking to optimize your team's performance, this automation is designed to address your pain points and enhance your sales effectiveness. 

Let’s set it up!

Step 1: Pin the playbook and integrate Pipedrive

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Pipedrive.

Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify the activity name and the Pipedrive deal.

Click on “Save Input” and checkmark Pipedrive. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook

Whenever you want to add an activity to a Pipedrive deal, press Option + B on Mac or Alt + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and specify the Pipedrive deal.

Bardeen will help you add activities to Pipedrive deals with a shortcut and without opening new tabs.

You can also edit the playbook and add your next action to further customize the automation.

Find more Pipedrive integrations and explore more Pipedrive workflow automation examples.

You can also find more about how to increase your personal productivity and streamline your sales and prospecting process.