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How to create new Webflow users for every new person added in Pipedrive

How to create new Webflow users for every new person added in 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 person added in Pipedrive using Relay.app.
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Pipedrive logoPipedrive > Webflow
Trigger
Last triggered
Pipedrive logoPerson added
Webflow logoCreate and invite user
1

Add the Pipedrive "Person added" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Person added" under Pipedrive. Then, select the necessary fields. This trigger will automatically detect all the new person added in Pipedrive to create new user in Webflow.

If this is your first time using a Pipedrive integration in Relay, you'll be prompted to connect your Pipedrive account.

2

Add the Webflow "Create and invite user" automation

Integrate the Webflow automation into your playbook to ensure the prompt creation of new users in Webflow for every new person added in Pipedrive. Add a new step and select "Create and invite user" from the list of Webflow automations.

Connect Webflow to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Pipedrive to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate creating new users in Webflow for every new person added to Pipedrive. Once turned on, it will respond to a new person added in Pipedrive by creating a new user in 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 sent correctly.

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