Keep Pipedrive notes available in Salesforce
Important context is easy to lose when it lives in another CRM. Have Notis create a Salesforce note from each new Pipedrive note and include the available related-record context.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Sales and customer context can be stranded in the CRM a teammate is not checking.
- Make new Pipedrive note content available in Salesforce.
- Preserve relevant context from the triggering note.
- Reduce manual note copying.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Salesforce once in the Notis portal.
- 2Create an automation in Automations by choosing New Automation and giving it a name and prompt.
- 3Tell Notis to create a Salesforce note with each new Pipedrive note's content and available related-record context.
- 4Choose the new note trigger and select where run reports should go.
- 5Test with one real Pipedrive note and review the Salesforce note.
Questions about this workflow
Where will the Salesforce note be attached?
The action creates a note attached to a Salesforce record. Tell Notis to use the related record context available from the Pipedrive note; if the Salesforce record cannot be identified, ask for that to be reported.
Will it preserve the note content?
Tell Notis to include the available note content and useful context in the Salesforce note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Salesforce. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Pipedrive and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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