The moment it happens

Note outside events on Pipedrive contacts

When something happens elsewhere, like a support ticket, it is added as a note on the matching person.

Runs: The moment it happens
Apps: Pipedrive
AI: Not needed
Access: read+write

Send this to your assistant

Create a ClickRuntime automation: give me a link my help desk can send events to. Find the Pipedrive person by the email in each event and add a note with the ticket subject and status.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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Why use it

Why teams use this automation

A customer who is also in Pipedrive may have opened a support ticket, merged a pull request, attended a webinar or started a trial. The sales rep sees none of it. They call to ask how things are going without knowing that the person reported a serious bug yesterday, which makes the call awkward and wastes a chance to help or to upsell at the right moment.

When another tool sends an event to the webhook, the person is found in Pipedrive by email, and a note describing the event is added and linked to that person. The note appears in their timeline alongside calls and emails, so everything the rep needs is in the usual place. A common variation is to log only certain event types.

It is useful for teams who want their CRM to reflect product usage, support history and other signals without manual entry.

What you get out of it

Calls start with full context
A rep who knows about yesterday's ticket opens with empathy and a solution. That turns a routine check-in into a moment that builds trust. Preparation like this is what separates a thoughtful rep from one reading from a script. Customers notice the difference.
The CRM becomes the source of truth
When events from several tools land in one timeline, people stop switching between systems. A single view of the customer saves time and avoids missed context. Support, engineering and sales all see the same history, and arguments about who knew what disappear.
No manual data entry
Copying events into Pipedrive by hand is tedious and rarely done. Automatic notes mean the history is complete, including events that happen at night or on weekends. Anything that happens at night or at the weekend is captured too, with no one needing to remember.
Spot buying signals
A note that a contact visited the pricing page or started a trial tells a rep when to reach out. Timing a message to real activity beats cold follow-ups. A message that arrives right after real activity feels relevant instead of random.
A record for account reviews
When a customer's account is reviewed, the notes show what happened and when. That helps with renewals, escalations and deciding how to treat the relationship. Context like this also supports fair decisions on discounts and priority support.

How it works

What happens, step by step

When another tool sends an event, such as a support ticket being solved, ClickRuntime receives it straight away.
It searches Pipedrive for the person with the matching email address.
A note describing the event is added to that person, like "Support ticket #8812: Invoice shows wrong VAT number (solved)".

Before it runs live

Connect Pipedrive
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Note outside events on Pipedrive contactsjust nowSucceeded

Pipedrive · Person noteSupport ticket #8812: Invoice shows wrong VAT number (solved)

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Pipedrive steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

log_outside_events_as_notes_on_contacts.pyexample

from clickruntime import on_event, credentials, http, log

API = "https://api.pipedrive.com"

@on_event
def handle(event):
    ticket = event.json or {}
    headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
    found = http.get(f"{API}/api/v2/persons/search", headers=headers,
                     params={"term": ticket.get("email", ""), "fields": "email", "exact_match": "true"}).json()["data"]["items"]
    if not found:
        log.info("no matching person", {"ticket": ticket.get("id")})
        return {"noted": False}
    person_id = found[0]["item"]["id"]
    http.post(f"{API}/v1/notes", headers=headers, json={
        "person_id": person_id,
        "content": f"Support ticket #{ticket.get('id')}: {ticket.get('subject')} ({ticket.get('status')})"}).raise_for_status()
    return {"noted": True, "person": person_id}

FAQ

Common questions

What if no person matches the email?

If Pipedrive has no person with that email, no note is added, and you can choose to be told or to create the person. Many teams create a lead so the event is not lost.

Which tools can send events?

Any tool that can call a webhook can send an event, including support desks, code hosts and product analytics. The event should carry an email address so it can be matched to a person. Webhook setup instructions vary a little by tool.

Is the note linked to the deal or the person?

The note is linked to the person, so it shows on their profile and appears in the timelines of their open deals. If you prefer it on a specific deal, that can be set up too.

What permissions does it need?

read+write. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens