Integrations used
Time saving
10 min
Action
Copy
description
This playbook will copy all of your Pipedrive organizations into an Airtable database.
playbook Template
Copy all Pipedrive organizations to Airtable
This playbook will copy all of your Pipedrive organizations into an Airtable 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.
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How does this automation work?
Find Pipedrive organization
Action
Add data to Airtable
Action
Effortlessly synchronize your Pipedrive CRM data with Airtable using Bardeen's powerful automation tools. This playbook is designed for sales professionals seeking to consolidate organizational information and optimize their sales prospecting process. By automating the transfer of data from Pipedrive to Airtable, you can ensure that your team has the most up-to-date information, allowing for better tracking and engagement with prospects.
Here's how this workflow simplifies the process of copying organizations from Pipedrive to Airtable:
- Step 1: Retrieve Pipedrive Organizations - Bardeen starts by pulling the list of organizations from your Pipedrive account, ensuring you have all the relevant data for your sales initiatives.
- Step 2: Transfer to Airtable - The information about the organizations is then seamlessly added to your designated Airtable base, providing a versatile platform for organizing and accessing the data.
How to run the playbook
If you are using Pipedrive and Airtable to manage your sales pipeline and want to keep them in sync, this automation is for you. It will copy all of your Pipedrive organizations into an Airtable database. You can use this data to create reports, dashboards, and more in Airtable.
Let's set it up!
Step 1: Create an Airtable
The first step is to create an Airtable with all the fields that you want to capture like Name, address, link, time added and organization ID.
Bardeen will extract information from your Pipedrive account and get fields like name, address, link, time added and organization ID.
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 Airtable and Pipedrive.
Click the “Pin it” button at the top of this page to get this automation saved to your Playbook, if you already have Bardeen extension installed.
Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click to run the playbook when you want to copy organization information.
Bardeen will ask you for your Airtable. After you choose the database, you will get a prompt to map the information to the fields in Airtable.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable 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 Airtable. You can edit Inputs later by hovering over the playbook.
Step 3: Start saving time and cppying all Pipedrive organizations to Airtable
Whenever you want a copy of all your Pipedrive contacts in Airtable, press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen, and run this playbook. It will copy all the data to your Airtable with one click.
This automation is fantastic if you want to use Pipedrive as your single source of truth but would like access to your data inside of Airtable.
Locate more integration possibilities for Airtable automations, Pipedrive integrations, or a Pipedrive and Airtable integration, or modify the playbook to fit your distinct workflow requirements better.
Discover more about the awesome sales and prospecting automations, data-sourcing integrations and marketing integrations available.
Explore our Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.
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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?
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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.