- How to create a new contact in Mailjet for each person added in Pipedrive
- 1. Create your playbook and set the Pipedrive trigger as "Person added"
- 2. Add the "Get or create contact" in Mailjet automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Pipedrive and Mailjet
- Related blog posts
- More how-to guides featuring Pipedrive and Mailjet
How to create a new contact in Mailjet for each person added in Pipedrive
Create your playbook and set the Pipedrive trigger as "Person added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To set up this playbook, click "Add trigger" and then select "Person added" under Pipedrive. Then, select the necessary details. This will allow your playbook to automatically detect the newly added person 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.
Add the "Get or create contact" in Mailjet automation
Integrate the Mailjet automation into your playbook to ensure the prompt creation of a new contact in Mailjet when a new person is added in Pipedrive.
Click the "Add step" button, then locate the "Get or create contact" automation for Mailjet and input the mandatory and relevant details.
If your Mailjet 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 Mailjet account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new contact in Mailjet. Once turned on, it will respond to each person added in Pipedrive by creating a new contact on Mailjet 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.