How to automatically create a new lead in Pipedrive or add a person as a lead whenever a new row is added in Coda

A playbook always starts with a trigger that detects changes in your connected applications and responds accordingly.

Add the Coda trigger to initiate your playbook's actions every time a row is added. Click "Add trigger" in your playbook and choose "Row added" from the dropdown menu under Coda.

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

Integrate Pipedrive automation into your workflow to automatically create a new lead in Pipedrive or add a person as a lead whenever a new row is added in Coda.

Click the "Add step" button, locate the "Get or add lead for 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 the playbook is the last step in the process. Once you turn it on, it will automatically create a new lead in Pipedrive or add a person as a lead whenever a new row is added in Coda 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.