How to create new SmartSuite records for new Pipedrive deals

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 "Deal added" under Pipedrive. Then, select. This will allow your playbook to automatically detect the newly added deal 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.

Integrate the SmartSuite automation into your playbook to ensure the prompt creation of a new record in SmartSuite when a new deal has been added on Pipedrive.

Click the "Add step" button, then locate the "Create record" automation for SmartSuite and input the mandatory and relevant details.

If your SmartSuite 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 SmartSuite account.

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