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How to automatically update or add people in Pipedrive every time a new form is submitted in Webflow

How to automatically update or add people in Pipedrive every time a new form is submitted in Webflow

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

Set the Webflow trigger as “New form submission”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Webflow trigger to initiate your playbook's actions every time a new form is submitted. Click "Add trigger" in your playbook and choose "New form submission" from the dropdown menu under Webflow.

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

2

Add the “Update or add person" step in Pipedrive

Integrate the Pipedrive automation into your playbook to ensure the prompt update or addition of people in Pipedrive every time a new form is submitted in Webflow.

Click the "Add step" button, then locate the “Update 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 update or add people in Pipedrive every time a new form is submitted in Webflow 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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