How to add a new Pipedrive person for a newly added record on Salesforce

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "New record added" under Salesforce. Then, select the object you're monitoring for changes. This will allow your playbook to automatically detect the newly added record in Salesforce and initiate necessary actions.

If this is your first time using a Salesforce integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new Pipedrive person when a new record has been added on Salesforce.

Click the "Add step" button, then locate the "Get or add person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

Activating your playbook is the final step to automate the addition of a new Pipedrive person. Once turned on, it will respond to each newly added record in Salesforce by adding a new Pipedrive person without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.