How to automatically add an activity to a person in Pipedrive whenever a new form submission is received in Jotform

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Jotform trigger to initiate your playbook's actions whenever a new form submission is received. Click "Add trigger" in your playbook and choose "Form submission received" from the dropdown menu under Jotform.

If you still need to connect your Jotform account to Relay.app yet, a prompt will guide you through the process.

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of an activity to a person in Pipedrive whenever a new form submission is received in Jotform.

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

If your Pipedrive account still needs to be 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 last step in the process. Once you turn it on, it will automatically add an activity to a person in Pipedrive whenever a new form submission is received in Jotform without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.