How to let your new Airtable records automatically update your Pipedrive contacts

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.

Integrate the Pipedrive automation into your playbook to ensure prompt updating or adding persons from Airtable records.

Select "Add step," then locate the "Update or add person" automation for Pipedrive, and input the relevant details, such as Name, Email, Organization, Owner, Notes, and Phone.

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 deals through your Pipedrive account.

Activating your playbook is the last step to automate the creation of deals in Pipedrive for new Airtable records. Once you turn it on, the playbook automatically syncs new Airtable records to update Pipedrive contacts 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.