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How to add a new project in Pipedrive for a newly added record on Airtable

How to add a new project in Pipedrive for a newly added record on Airtable

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

Create your playbook and set the Airtable trigger as "New record added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "New record added" under Airtable. Then, select the table you want to monitor. This will allow your playbook to automatically detect the creation of a new project in Pipedrive and initiate necessary actions.

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

2

Add the "Add project" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt creation of a new project in Pipedrive when a new record has been added on Airtable.

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 record on Airtable 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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