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How to automatically add a new product in Pipedrive when a new item has been added in Webflow

How to automatically add a new product in Pipedrive when a new item has been added 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 “add product” action in Pipedrive for each item added in Webflow using Relay.app.
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Webflow logoWebflow > Pipedrive
Trigger
Last triggered
Webflow logoItem added
Pipedrive logoAdd product
1

Create your playbook and set the Webflow trigger as "New item 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 item added" under Webflow. Then, select the collection. If this is your first time using a Webflow integration in Relay.app, you'll be prompted to connect your Webflow account.

Now, every time an item is added in Webflow, your playbook will run automatically.

2

Add the "Add product" in Pipedrive automation

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

Click the "Add step" button, then locate the "Add product" 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 product in Pipedrive. Once turned on, it will respond to each newly added item in Webflow by adding a new product 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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