Can I filter notes to create specific tasks?

Yes, you can filter notes based on content or related deals before creating tasks. Specify your filters, and DryMerge will only create tasks for notes that match these criteria.

Can I create notes in Pipedrive from HubSpot tasks instead?

Certainly. If your workflow benefits from creating Pipedrive notes from HubSpot tasks, DryMerge can arrange this configuration for you.

Who benefits from this automation and why?

Customer support and sales teams use this automation to ensure that follow-up actions from notes are assigned and tracked timely, improving task management and responsiveness to customer needs.

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HubSpot + Pipedrive

Create HubSpot Tasks from Pipedrive Notes

Automatically create tasks in HubSpot when notes are added in Pipedrive. This ensures that important information captured in Pipedrive notes is translated into actionable tasks in HubSpot, helping teams stay organized and responsive.

New Pipedrive Note

Triggers when a new note is added in Pipedrive.

Create HubSpot Task

Creates a task in HubSpot with note details.

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

or pick a common variation below

Create HubSpot deals from Pipedrive stage movements

HubSpot + Pipedrive

Create HubSpot Workflows from Pipedrive Activities

HubSpot + Pipedrive

Update HubSpot Contacts from Pipedrive Activity Logs

HubSpot + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create HubSpot tasks from Pipedrive notes"

Create HubSpot tasks from Pipedrive notes

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 HubSpot + Pipedrive.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Related apps

Salesforce

Sales CRM

Zoho CRM

CRM Platform

Linear

Issue Tracking

Get Started with DryMerge

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