Updating the note of the task created in sequences


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A very common step in outreach sales campaigns is connecting on LinkedIn. Pipedrive's sequences are a great place to chain emails, phone calls and tasks to reach out on LinkedIn, but they don't allow you to insert fields in task notes. In emails—yes. Notes—no.

Meh.

If the LinkedIn URL is in the note, LinkedIn connect is one click away. Which is much faster than opening the profile, searching for the field and clicking on that.

Here's a way to add those URLs in a separate automation:

https://www.loom.com/share/86c0ce53693b48aba49b7ab8083bda15

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