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How to automatically add a new Pipedrive person for a newly added user in Webflow

How to automatically add a new Pipedrive person for a newly added user in Webflow

Relay.app is an automation tool that lets you automate actions across Pipedrive, Webflow, and many other apps. In this guide, we'll show you how to automatically run the “get or add person” action in Pipedrive for each user added in Webflow using Relay.app.
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Webflow logoWebflow > Pipedrive
Trigger
Last triggered
Webflow logoUser added
Pipedrive logoGet or add person
1

Create your playbook and set the Webflow trigger as "New user added"

After creating your playbook, you can proceed to add your 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 "New user added" under Webflow. Then, select details like the site. This will allow your playbook to automatically detect the newly added user in Webflow and initiate necessary actions.

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

2

Add the "Get or add person" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new person on Pipedrive when a new user has been added in Webflow.

Click the "Add step" button, then locate the "Get or 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.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new person in Pipedrive. Once turned on, it will respond to each newly added user in Webflow by adding a new 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.

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