How to automatically create a new contact in Apollo for a new deal added in Pipedrive

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

Click "Add trigger" and select "Deal added" under Pipedrive. Then, select the necessary permissions. This will allow your playbook to automatically detect the new deal added in Pipedrive and initiate necessary actions.

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

Integrate the Apollo automation into your playbook to ensure the prompt creation of a new contact for each deal added in Pipedrive.

Click the "Add step" button, then locate the "Create contact" automation for Apollo and input the mandatory and relevant details.

If your Apollo 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 Apollo account.

Activating your playbook is the final step to automate the creation of a new contact in Apollo. Once turned on, it will respond to each deal added in Pipedrive by creating a new contact for the person in Apollo 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.