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How to add a new project in Pipedrive for a newly added item in Webflow

How to add a new project in Pipedrive for a newly added item in Webflow

Relay.app is an automation tool that lets you automate actions across Pipedrive, Webflow, and many other apps. In this guide, we'll show you how to automatically run the “add project” action in Pipedrive for each item added in Webflow using Relay.app.
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Webflow logoWebflow > Pipedrive
Trigger
Last triggered
Webflow logoItem added
Pipedrive logoAdd project
1

Create your playbook and set the Webflow trigger as "New item added"

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 item added" under Webflow. Then, select the necessary details. This will allow your playbook to automatically detect each newly added item in Webflow and initiate necessary actions.

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

2

Add the "Add project" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new project in Pipedrive when a new item has been added in Webflow.

Click the "Add step" button, then locate the "Add project" 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.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new project in Pipedrive. Once turned on, it will respond to each newly added item in Webflow by adding a new project in Pipedrive 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.

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