- How to create Pipedrive notes whenever a new record is added in Airtable
- 1. Set the Airtable trigger as “Record created”
- 2. Add the “Add note” in Pipedrive
- 3. Activate your playbook
- Learn more about integrating with Pipedrive and Airtable
- Related blog posts
- More how-to guides featuring Pipedrive and Airtable
How to create Pipedrive notes whenever a new record is added in Airtable
Set the Airtable trigger as “Record created”
Add the Airtable trigger to initiate your playbook's actions before creating a record.
To do this, click "Add trigger" in your playbook. Choose the "Record created" trigger from the Airtable options. It will enable your playbook to automatically identify newly created records and trigger necessary actions.
If you have yet to connect your Airtable account to Relay, a prompt will guide you through the connection process.
Add the “Add note” in Pipedrive
Integrate the Pipedrive automation into your playbook to ensure the prompt adding of notes from Airtable records.
Select "Add step," then locate the "Add note" automation for Pipedrive, and input the content of the note.
If your Pipedrive account isn't connected to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to add notes through your Pipedrive account.
Activate your playbook
Activating your playbook is the last step to automate the creation of notes in Pipedrive for new Airtable records. Once you turn it on, the playbook automatically creates notes in Pipedrive for new Airtable records without manual intervention.
To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.
What will you automate?
