Create note

  1. Select Pipedrive as your target app and click the red gear. Pick the connection you want to use, or create a new one, and click “Continue.”

  1. Choose “Create note” as your action and click the red gear. This will display the action’s data template.

  1. Fill in the data template, linking source and target fields. Click “Map” when you’re done.

If you don’t want to go through the list manually, you may use the search bar at the top.

  1. Verify your target is active in the upper-right corner. Click “Add a target” or “Save” to add more apps or save your Gear.

Make sure you turn on your Gear before exiting GearPlug!

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