I would like to request being able to create note in lead in pipedrive as an option. Does anyone know a workaround for this?
Welcome to the Make community!
To do this, you can try using the Pipedrive CRM “Create a Note” module —
Creates a note.
For more information about the Create a Note module and Pipedrive CRM app, see the corresponding Integrations page and the Help Centre documentation.
Hope this helps! Let me know if there are any further questions or issues.
— @samliew
P.S.: investing some effort into the tutorials in the Make Academy will save you lots of time and frustration using Make!
Hi, I am looking specifically within a LEAD. The issue is that “Create a note” requires a Deal ID. Which is not applicable to a lead. Please let me know if there a workaround this?