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

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

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 record to table” action in Airtable for each product added in Pipedrive using Relay.app.
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Pipedrive logoPipedrive > Airtable
Trigger
Last triggered
Pipedrive logoProduct added
Airtable logoAdd record to table
1

Create your playbook and set the Pipedrive trigger as "New product 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 setup this playbook, click "Add trigger" and then select "New product added" under Pipedrive. Then, select the necessary details. This will allow your playbook to automatically detect the newly added product in Pipedrive and initiate necessary actions.

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

2

Add the "Add record to table" in Airtable automation

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

Click the "Add step" button, then locate the "Add record to table" automation for Airtable and input the mandatory and relevant details.

If your Airtable 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 Airtable account.

3

Activate your Relay.app playbook

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