Add note
Pipedrive Add Note is a powerful tool designed to streamline your CRM workflow by enabling you to quickly add detailed notes to leads, deals, contacts, or organizations within Pipedrive. It enhances record-keeping and communication by allowing users to attach important information directly to relevant entities.
Features
- Add notes with content in HTML format for rich text support.
- Attach notes to multiple entity types including leads, deals, persons, and organizations.
- Set the author of the note with user ID, controllable by admins.
- Specify creation timestamp for notes with exact date and time support.
- Filter and pin notes to specific entities for organized access and retrieval.
Benefits
- Improves CRM data accuracy and completeness by capturing detailed notes.
- Enhances team collaboration through shared, contextual information.
- Saves time by allowing quick note additions without leaving the workflow.
- Supports administrative control over note authorship and timestamps for auditing.
- Facilitates better deal and lead management by linking notes directly to relevant records.
Description
Adds a new note. For info on adding an note in Pipedrive
Parameters
11 parameters
| Name | Type | Description |
|---|---|---|
| contentrequired | string | The content of the note in HTML format. Subject to sanitization on the back-end. |
| leadId | string | The ID of the lead the note will be attached to. This property is required unless one of (deal_id/person_id/org_id) is specified. |
| dealId | string | The ID of the deal the note will be attached to. This property is required unless one of (lead_id/person_id/org_id) is specified. |
| personId | integer | The ID of the person this note will be attached to. This property is required unless one of (deal_id/lead_id/org_id) is specified. |
| organizationId | integer | The ID of the organization this note will be attached to. This property is required unless one of (deal_id/lead_id/person_id) is specified. |
| userId | integer | The ID of the user who will be marked as the author of the note. Only an admin can change the author. |
| addTime | string | The creation date and time of the deal. Requires admin user API token. Format: |
| pinnedToDealFlag | boolean | If set, the results are filtered by note to deal pinning state (deal_id is also required) |
| pinnedToLeadFlag | boolean | If set, the results are filtered by note to lead pinning state (lead_id is also required) |
| pinnedToOrgFlag | boolean | If set, the results are filtered by note to organization pinning state (org_id is also required) |
| pinnedToPersonFlag | boolean | If set, the results are filtered by note to person pinning state (person_id is also required) |
