How to add new Pipedrive leads to Airtable

Add the Pipedrive trigger to initiate your playbook's actions before adding leads.

To do this, click "Add trigger" in your playbook. Select the "Lead added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly added leads and trigger necessary actions automatically.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.

Integrate the Airtable automation to instantly add records from new Pipedrive leads.

Select "Add Step" and search for the "Add row to sheet" automation. Then, choose the table where you want to add a record - let's say it's the "Leads" table. Once you've selected the table, click on all the relevant fields and fill in the necessary details, such as the First name, Label, Last name, Notes, Organization, Person, Phone, and Title.

If you still need to connect your Airtable account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to add records through your Airtable account.

Activating your playbook is the last step to add a record for your Pipedrive leads to Airtable. Once you turn it on, the playbook automatically adds new Pipedrive leads to Airtable 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.