Integrations used
Time saving
2 min
Action
Create
description
This playbook will create a note associated with a Pipedrive contact using selected text on the currently opened web page.
Saves at least
2 min
Create
a note in Pipedrive with the selected text
playbook Template
Create a note in Pipedrive with the selected text
This playbook will create a note associated with a Pipedrive contact using selected text on the currently opened web page.
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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This playbook has been deprecated.
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How does this automation work?
Get selected text on current page
Action
Create Pipedrive note
Action
Bardeen's playbook "Create a note in Pipedrive with the selected text" empowers sales professionals to quickly capture insights directly into their CRM. With this automation, anytime you come across valuable information on a webpage, you can select the text and have it saved as a note in Pipedrive, associated with the relevant contact. This feature is a significant time-saver and ensures that valuable data is captured instantly, enhancing customer relationships and sales strategies.
Here's how to create a Pipedrive note from the selected webpage text:
- Step 1: Capture selected text - The Scraper is used to grab the text you've selected on the current webpage. This removes the need for manual copying and pasting, streamlining data collection.
- Step 2: Create Pipedrive note - The selected text is then used to create a new note in Pipedrive, associated with a contact. Pipedrive is a CRM tool that aids in managing sales interactions and customer relationships.
How to run the playbook
This playbook is fantastic for logging research notes and communication from LinkedIn or WhatsApp messages.
It's always best to see this playbook in action! Click "Try It"
Locate more integration possibilities for Scraper integrations, Pipedrive integrations. Also, discover more about the awesome sales and prospecting automations available.
Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen or modify the playbook to better fit your unique workflow needs.
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FAQs
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.
Scraper: If I scrape LinkedIn profiles, will they see me checking their profile?
Yes. Since Bardeen lives on your browser, Playbooks like "Enrich Linkedin links from a Google Sheet" open the Linkedin profiles in the background and scrape their information. This happens from your currently opened Linkedin account, so people can see you've visited their profile.
Playbooks: My shared playbook is not updating, how can I share an updated version?
For your shared playbook to be updated, you need to unshare your playbook and share it again. This will generate a new link. To do this: 1) Edit the playbook. 2) Unshare it (click on share, then the “unshare” button) 3) Share it again
Tables: Is it possible to save data from a Table to a CSV file?
This is possible! Edit your automation and add the "Convert table to CSV" action on the end. You should get the CSV once you run the playbook.