Starter
Add a database row in Notion when a deal is won in Pipedrive
When a deal is won in Pipedrive, add a database row in Notion.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 1
- Client fills in
- 2
- Accounts
- 2
- Starts
- A deal is won in Pipedrive, within seconds
UsesBeta
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A deal is won
- A deal is marked won, within seconds.
- Add a database row
- A new page in a database, with its title set. Other properties are typed in Notion; set them there with defaults.
- Starts whenA deal is won
- App stepAdd a database row
What each client fills in
- Notion: Database ID
- For example the 32 characters in the database URL
- Notion: Title column
- For example Name
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.
notion.so/profile/integrations → New integration (Internal) in the client’s workspace → Capabilities: Read content, Insert content and Update content (the row update needs the last) → copy the secret. Then open the database → ••• → Connections → add the integration.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Pipedrive, for “A deal is won”
- Connect the client’s Notion, for “Add a database row”
- Fill in Notion: Database ID (For example the 32 characters in the database URL)
- Fill in Notion: Title column (For example Name)
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