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How to automatically get or add a person in Pipedrive whenever a new form submission is received in Jotform

How to automatically get or add a person in Pipedrive whenever a new form submission is received in Jotform

Relay.app is an automation tool that lets you automate actions across Pipedrive, Jotform, and many other apps. In this guide, we'll show you how to automatically run the “get or add person” action in Pipedrive for each form submission received in Jotform using Relay.app.
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Jotform logoJotform > Pipedrive
Trigger
Last triggered
Jotform logoForm submission received
Pipedrive logoGet or add person
1

Set the Jotform trigger as “Form submission received”

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.

2

Add the "Get or add person" step in Pipedrive

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

Click the "Add step" button, then locate the "Get or add 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 your playbook is the last step in the process. Once you turn it on, it will automatically get or add 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.

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