Automate Delayed Note Creation for Pipedrive Contacts

Pause your workflow for a set time, then find a person in Pipedrive and add a note automatically.

Apps used

ActiveCampaign

Pipedrive

viaSocket utilities

Automate Delayed Note Creation for Pipedrive Contacts

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Instructions

Trigger:

ActiveCampaign – New Campaign Open → The workflow starts whenever a campaign is opened in ActiveCampaign.

Actions:

Delay → Wait for a set period before continuing (helps avoid instant updates and gives time for campaign engagement).

Find a Person (Pipedrive) → Look up the corresponding contact in Pipedrive.

Create Note (Pipedrive) → Add a note for that person so the sales team stays updated.

🔹 Setup Suggestions

✅ Connect Accounts – Make sure ActiveCampaign and Pipedrive are connected properly.
✅ Set Delay Wisely – Choose a delay time that makes sense (e.g., 1 hour, 1 day).
✅ Field Mapping – Ensure the correct identifier (like email) is mapped between ActiveCampaign and Pipedrive.
✅ Test the Flow – Run a test to confirm that notes are being created for the right contacts.

Introduction

Easily automate your CRM tasks by adding a scheduled note to a Pipedrive contact. This template is perfect for sales teams, customer service, or anyone who needs to add timely updates or follow-ups in Pipedrive without manual work.

Trigger Event

The workflow starts when you activate it manually or schedule it through your automation platform. This event begins the process of pausing and then updating your CRM records.

Actions

1. Delay (Pause Your Workflow)

The workflow starts with a built-in delay, allowing you to pause the process for a specific number of minutes. This is handy if you want to wait before logging a follow-up or note in Pipedrive.

2. Find a Person in Pipedrive

After the pause, the workflow searches your Pipedrive CRM to find a person using their unique ID. This step ensures that the right contact is selected for the next action.

3. Create Note in Pipedrive

Once the correct person is found, a new note is added to their profile automatically. This could be a reminder, follow-up, or any important information you want to log.