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How to automatically add tasks in Pipedrive when a record is added in Airtable

How to automatically add tasks in Pipedrive when a record is added in Airtable

Relay.app is an automation tool that lets you automate actions across Pipedrive, Airtable, and many other apps. In this guide, we'll show you how to automatically run the “add task” action in Pipedrive for each record added in Airtable using Relay.app.
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Airtable logoAirtable > Pipedrive
Trigger
Last triggered
Airtable logoRecord added
Pipedrive logoAdd task
1

Create your playbook and set the Airtable trigger as "New record added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New record added" under Airtable. Then, select the table you're working with. This will allow your playbook to automatically detect the new record added in Airtable and initiate necessary actions.

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

2

Add the "Add task" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new record added in Airtable.

Click the "Add step" button, then locate the "Add task" 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 task in Pipedrive. Once turned on, it will respond to each new record added in Airtable by adding a new task 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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