How to add new Airtable Records as new Pipedrive Deals
Set the Airtable trigger as “Record created”
Add the Airtable trigger to initiate your playbook's actions before creating a record.
To do this, click "Add trigger" in your playbook. Choose the "Record created" trigger from the Airtable options. It will enable your playbook to automatically identify newly created records and trigger necessary actions.
If you have yet to connect your Airtable account to Relay, a prompt will guide you through the connection process.
Add the “Add deal” automation in Pipedrive
Integrate the Pipedrive automation into your playbook to ensure the prompt adding of deals from Airtable records.
Select "Add step," then locate the "Add deal" automation for Pipedrive, and input the relevant details, such as Value, Currency, Owner email, Linked person, Linked organization, Pipeline, Stage, Status, and Expected close date.
If your Pipedrive account isn't connected to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to add deals through your Pipedrive account.
Activate your playbook
Activating your playbook is the last step to automate the creation of deals in Pipedrive for new Airtable records. Once you turn it on, the playbook automatically creates deals in Pipedrive for new Airtable records without manual intervention.
To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.
What will you automate?
