How to add new Typeform responses as Pipedrive contacts

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 "New response" under Typeform. Then, select the form you'd like to use. This trigger will automatically detect all the new responses in Typeform to add a new person to Pipedrive contacts.

If this is your first time using a Typeform integration in Relay, you'll be prompted to connect your Typeform account.

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new person in Pipedrive contacts for every new response received in Typeform. Add a new step and select "Add person" from the list of Pipedrive automations.

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

Activating your playbook is the final step to automate adding a new person in Pipedrive contact for every new response received in Typeform. Once turned on, it will respond to every new response received in Typeform by adding a new person in Pipedrive contact 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 sent correctly.