How to link Airtable records with Pipedrive activities
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 activity” in Pipedrive
Integrate the Pipedrive automation into your playbook to ensure the prompt adding of activities from Airtable records.
Select "Add step," then locate the "Add activity" automation for Pipedrive, and input the relevant details, such as Deal, Activity type, and Subject.
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 activities through your Pipedrive account.
Activate your playbook
Activating your playbook is the last step to automate the creation of activities in Pipedrive for new Airtable records. Once you turn it on, the playbook automatically creates activities 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?
