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How to create a new user in Webflow for a newly added lead on Pipedrive

How to create a new user in Webflow for a newly added lead on Pipedrive

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 “create and invite user” action in Webflow for each lead added in Pipedrive using Relay.app.
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Pipedrive logoPipedrive > Webflow
Trigger
Last triggered
Pipedrive logoLead added
Webflow logoCreate and invite user
1

Create your playbook and set the Pipedrive trigger as "Lead added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "Lead added" under Pipedrive. Then, select the necessary fields. If this is your first time using a Pipedrive integration in Relay.app, you'll be prompted to connect your Pipedrive account.

Now, every time a lead is added in Pipedrive, your playbook will run automatically.

2

Add the "Create and invite user" in Webflow automation

Integrate the Webflow automation into your playbook to ensure the prompt creation of a new user in Webflow when a new lead has been added to Webflow.

Click the "Add step" button, then locate the "Create and invite user" automation for Webflow and input the mandatory and relevant details.

If your Webflow 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 Webflow account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new user in Webflow. Once turned on, it will respond to each newly added lead in Pipedrive by creating a new user on Webflow 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.

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