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How to automatically get or add a new lead for a person in Pipedrive or update an existing one whenever a record is added in Airtable

How to automatically get or add a new lead for a person in Pipedrive or update an existing one whenever 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 “get or add lead for person” action in Pipedrive for each record added in Airtable using Relay.app.
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Airtable logoAirtable > Pipedrive
Trigger
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Airtable logoRecord added
Pipedrive logoGet or add lead for person
1

Set the Airtable trigger as “New record added”

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

Add the Airtable trigger to initiate your playbook's actions whenever a record is added. Click "Add trigger" in your playbook and choose "New record added" from the dropdown menu under Airtable.

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

2

Add the “Get or add lead for person” step in Pipedrive

Integrate Pipedrive automation into your workflow to automatically add a new lead for a person in Pipedrive or update an existing one whenever a record is added in Airtable.

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.

3

Activate your playbook

Activating the playbook is the last step in the process. Once you turn it on, it will automatically add a new lead for a person in Pipedrive or update an existing one whenever a record is added in Airtable 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.

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