How to save new Pipedrive leads as new contacts in Outlook Contacts

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 "Lead added" under Pipedrive. Then, select the necessary fields like lead's name and email. This will allow your playbook to automatically detect the newly added lead 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 Outlook Contacts automation into your playbook to ensure the prompt creation of a new contact in Outlook Contacts when a new lead is added in Pipedrive.

Click the "Add step" button, then locate the "Get or create contact" automation for Outlook Contacts and input the mandatory and relevant details.

If your Outlook Contacts 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 Outlook Contacts account.

Activating your playbook is the final step to automate the creation of a new contact in Outlook Contacts. Once turned on, it will respond to each new lead added in Pipedrive by creating a new contact in Outlook Contacts 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.