How to add a new Pipedrive person for a newly received email In Outlook

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

To set up this playbook, click "Add trigger" and then select "Email received" under Outlook. Then, select the necessary details. This will allow your playbook to automatically detect the newly received email in Outlook and initiate necessary actions.

If this is your first time using an Outlook 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 email has been received in Outlook.

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 newly received emails in Outlook 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.