How to track lost deals in Pipedrive directly in Monday.com items

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 setup this playbook, click "Add trigger" and then select "Deal lost" under Pipedrive. This will allow your playbook to automatically detect the deals that lost 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 Monday.com automation into your playbook to ensure the prompt creation of a new item on a specific board for each deal that is lost in Pipedrive.

Click the "Add step" button, then locate the "Create item" automation for Monday.com and input the mandatory and relevant details.

If your Monday.com 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 Monday.com account.

Activating your playbook is the final step to automate the creation of a new item on a specific board in Monday.com. Once turned on, it will respond to each lost deal in Pipedrive by creating a corresponding item to a specific board in Monday.com 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.