How to add new records in Google Sheets for new organizations added in Pipedrive

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 "Organization added" under Pipedrive. Then, select the organization's details like name and category. This will allow your playbook to automatically detect the organization added 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.

Integrate the Google Sheets automation into your playbook to ensure the prompt addition of a new row for each new organization added in Pipedrive.

Click the "Add step" button, then locate the "Add row to sheet" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets 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 Google Sheets account.

Activating your playbook is the final step to automate the addition of a new row in Google Sheets. Once turned on, it will respond to a new organization added in Pipedrive by adding a new row to Google Sheets containing the details 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.