How to add new Pipedrive deals to a Coda table

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

Click "Add trigger" and select "Deal added" under Pipedrive. Then, select the necessary details. If this is your first time using a Pipedrive integration in Relay, you'll be prompted to connect your Pipedrive account.

Now, every time a new deal is added in Pipedrive, your playbook will run automatically.

Now you can add a new row to a table in Coda. Add a new step and select "Add row to table" from the list of Coda automations.

Connect Coda to Relay if you haven't already, then fill out the necessary details. You can reference fields from Pipedrive to automatically pass along the right data.

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a new deal is added in Pipedrive. You can also click "Check now" to do a manual check whenever you'd like.