How can I filter for high-profile clients' calls?

DryMerge allows you to filter sales calls by the client's profile. Specify which high-profile clients you want to track, and the automation will only trigger for those calls.

Can I use this with Evernote instead of Google Keep?

Yes, you can use this with Evernote instead of Google Keep. Describe the changes you need to make and DryMerge will take care of the rest.

Which people use this automation? What do they use it for?

Sales teams use this automation to keep track of important sales call discussions by documenting them in Google Keep for future reference.

Google Keep + Pipedrive

Capture Sales Call Summaries in Google Keep From Pipedrive

Document your sales call details for future reference. This automation triggers when a sales call is logged in Pipedrive and creates a corresponding summary note in Google Keep, assisting sales teams in keeping track of important discussions.

Sales Call Logged

Triggers when a sales call is logged in Pipedrive.

Create Summary Note

Creates a summary note in Google Keep.

See more Google Keep to Pipedrive integrations or use AI to customize your automation.

or pick a common variation below

Document Proposal Approvals in Google Keep From Pipedrive

Google Keep + Pipedrive

Generate Meeting Notes in Google Keep From Pipedrive

Google Keep + Pipedrive

Log New Opportunities in Google Keep From Pipedrive

Google Keep + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Capture sales call summaries in Google Keep from Pipedrive"

Capture sales call summaries in Google Keep from Pipedrive

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Keep + Pipedrive.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Google Keep

Google Keep is a note-taking service for capturing, editing, sharing, and collaborating on notes. Create lists, set reminders, and organize ideas across devices to stay productive.