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Pipedrive

Pipedrive

Keep important notes close to the contacts they relate to. Choose a Pipedrive contact, preview a HyNote notebook excerpt and private link, then create a new note on that contact. The link opens the full notebook in HyNote for anyone with access. Each send creates a new Pipedrive note.

Key Benefits

  • Add a notebook excerpt and private link to a contact
  • Choose a recent contact or search by name or email
  • Preview the note before sending
  • Keep the full notebook in HyNote
  • Create a new Pipedrive note with each send

How It Works

1

Open a notebook

Choose the HyNote notebook you want to reference in Pipedrive.

2

Choose a contact

Connect Pipedrive, then choose a recent contact or search by name or email.

3

Preview the note

Check the excerpt and private HyNote link before sending.

4

Create a Pipedrive note

Confirm to add a new note to the contact. Anyone opening the link needs HyNote access.

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