How to automatically add a new person in Pipedrive for new contacts created in Apollo

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

To setup this playbook, click "Add trigger" and then select "Contact created" under Apollo. Then, select the necessary fields to be captured. This will allow your playbook to automatically detect the new contact created in Apollo and initiate necessary actions.

If this is your first time using an Apollo integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new person in Pipedrive for each new contact created in Apollo.

Click the "Add step" button, then locate the "Add person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive 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 Pipedrive account.

Activating your playbook is the final step to automate the addition of a new person in Pipedrive. Once turned on, it will respond to a new contact created in Apollo by adding the person in Pipedrive 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.