Integrations used
Time saving
10 min
Action
Copy
description
This playbook will copy all your Pipedrive deals into a Notion database.
playbook Template
Copy all Pipedrive deals to Notion
This playbook will copy all your Pipedrive deals into a Notion database.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
This is some text inside of a div block.
This is some text inside of a div block.
How does this automation work?
Find Pipedrive deals
Action
Create Notion page
Action
Streamlining the sales process is crucial for any business aiming to grow and succeed. Bardeen's playbook "Copy all Pipedrive deals to Notion" is designed to automate the transfer of deal information from Pipedrive, a CRM used to manage sales interactions, directly into a Notion database. This workflow is ideal for sales teams looking to consolidate their deal-tracking systems and ensure that deal information is accessible and organized in a collaborative workspace.
Here's a step-by-step breakdown of how this workflow operates:
- Step 1: Retrieve Pipedrive deals - The first step involves using Bardeen to pull all existing deal information from Pipedrive, which makes sure that your sales data is captured comprehensively.
- Step 2: Create Notion pages - Once the deals are retrieved, Bardeen then creates individual pages for each deal in a specified Notion database, thereby creating a seamless integration between your CRM and collaborative workspace.
How to run the playbook
If you are looking for a way to keep all your deals in one place and avoid copy-pasting data manually, this automation is for you. It will copy all your Pipedrive deals into a Notion database with all the details like the deal name, value, date, and more. You can quickly create a shareable resource for your team to stay up to date on your deals. If you are a sales manager, you can keep tabs on your team's deals and pipeline and make better decisions.
Let’s set it up!
Step 1: Create a Notion database
The first step is to create a Notion database with all the fields you want to capture for your deals
Bardeen will extract information from every deal like title, link, close date, deal value, and many more and add it to your database.
Step 2: Install the extension and run the playbook
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 and Notion.
Click on the playbook card, and the setup flow will start.
You will be asked to specify your Notion database. After you choose the database, you will get a prompt to map the information to the fields in Notion.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Notion that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!
Click on “Save Input” and checkmark Notion. You can edit Inputs later by hovering over the playbook.
Step 3: Start saving and copy all Pipedrive deals to Notion
When you want to copy all your deals to Notion, press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen and run this playbook. It will get information from all of your deals and save them to the correct fields in Notion.
This automation is fantastic if you are using Pipedrive as your single source of truth but would like to have a secondary database of information.
Find more Notion automations, Pipedrive automations, and Pipedrive and Notion integrations, or edit the playbook to suit your own workflow.
Explore how to automate Pipedrive workflow to supercharge your CRM workflows with Bardeen.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
.svg)
Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
.svg)
Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
.svg)
Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
![How to Scrape LinkedIn Data [+10 Tools to Use]](https://cdn.prod.website-files.com/662fbf69a72889ec66f07686/66d8e0f9065e7bfeb1e506a5_Linkedin_Scraping.webp)
The #1 AI Automation Extension for Chrome
FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.