In this how-to guide
- How to automatically add a new project in Pipedrive for a newly submitted form in Webflow
- 1. Create your playbook and set the Webflow trigger as "New form submission"
- 2. Add the "Add project" in Pipedrive automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Pipedrive and Webflow
- Related blog posts
- More how-to guides featuring Pipedrive and Webflow
How to automatically add a new project in Pipedrive for a newly submitted form in Webflow
Relay.app is an automation tool that lets you automate actions across Pipedrive, Webflow, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Add project” action for each Webflow “New form submission” event.
Webflow > PipedriveTrigger
Last triggered
New form submission
Add project1
Create your playbook and set the Webflow trigger as "New form submission"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.
To setup this playbook, click "Add trigger" and then select "New form submission" under Webflow. Then, select the form. If this is your first time using a Webflow integration in Relay.app, you'll be prompted to connect your Webflow account.
Now, every time there's a new form submission in Webflow, your playbook will run automatically.
2
Add the "Add project" in Pipedrive automation
Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new project in Pipedrive when a new form has been submitted in Webbflow.
Click the "Add step" button, then locate the "Add project" automation for Pipedrive and input the mandatory and relevant details.
If your Pipedrive 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 Pipedrive account.
3
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new Pipedrive project. Once turned on, it will respond to each newly submitted form in Webflow by adding a new project in Pipedrive 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.
Create Webflow items from a new activity added in Pipedrive
Learn how to set up a Relay playbook that automatically creates an item in Webflow whenever a new activity is added in Pipedrive.
Streamline your workflow by setting up an automated process that creates Webflow items whenever new activities are added in Pipedrive. Enhance productivity and ensure seamless collaboration between your sales and project management teams with this efficient synchronization between Pipedrive and Webflow.
Automatically add new Pipedrive person records for new Webflow form submissions
Learn how to set up a Relay playbook that automatically adds a new Pipedrive person record whenever a new form is submitted through Webflow.
Simplify your lead management process by setting up an automated workflow that creates Pipedrive person records seamlessly from Webflow form submissions. Enhance efficiency and ensure accurate lead tracking with this integration between Webflow and Pipedrive.
Add a new deal in Pipedrive for a newly added user in Webflow
Integrate Webflow with Pipedrive to automatically add a new deal in Pipedrive for each newly added user in Webflow. This integration streamlines your sales process by creating a new deal in Pipedrive whenever a new user is added in Webflow.
When a new user is added in Webflow, the integration creates a new deal in Pipedrive using the user's information. You can map user fields from Webflow to Pipedrive deal fields, such as name, contact details, and any other relevant information.
Automatically add a new Pipedrive person for a newly added user in Webflow
Integrate Webflow with Pipedrive to automatically add a new person in Pipedrive for each newly added user in Webflow. This integration ensures that your sales process is streamlined by creating a new person record in Pipedrive whenever a new user is added in Webflow.
When a new user is added in Webflow, the integration will automatically create a new person record in Pipedrive using the user's information. You can map fields such as name, email, and any other relevant details from Webflow to the corresponding person fields in Pipedrive.
Create a new user in Webflow for a newly added lead on Pipedrive
Tired of manually adding new users to Webflow whenever a lead comes in through Pipedrive? Streamline your workflow with Relay.app.
With Relay.app's seamless integration between Pipedrive and Webflow, you can automatically create new users in Webflow for every lead added in Pipedrive, eliminating the hassle of manual data entry.
In this guide, we'll show you how to set up Relay.app to effortlessly synchronize your Pipedrive leads with Webflow, ensuring that new leads are promptly onboarded without any manual intervention.
Add a new person in Pipedrive for a newly submitted form in Webflow
Integrate Webflow with Pipedrive to automatically add a new person in Pipedrive for each newly submitted form in Webflow. This integration streamlines your lead management process by ensuring that new leads from Webflow forms are automatically added to Pipedrive.
When a form is submitted in Webflow, the integration creates a new person in Pipedrive using the information provided in the form. You can map form fields to Pipedrive person fields such as name, email, phone number, and any other relevant details.
Automatically add a new product in Pipedrive when a new item has been added in Webflow
Integrate Webflow with Pipedrive to automatically add a new product in Pipedrive when a new item has been added in Webflow. This integration streamlines your product management process by ensuring that new items from Webflow are automatically added as new products in Pipedrive.
When an item is added in Webflow, the integration creates a new product in Pipedrive using the item details. You can map item fields such as name, description, price, and other relevant attributes to corresponding product fields in Pipedrive.
Create Pipedrive deals for new form submissions in Webflow
Learn how to set up a Relay playbook that automatically creates a new deal in Pipedrive whenever a form is submitted in Webflow.
Streamline your sales process by setting up an automated workflow that creates Pipedrive deals whenever a form is submitted on your Webflow website. This integration makes it easy by automatically creating a deal in Pipedrive when there is a new form submission in Webflow. It's never been so easy to track new deals.
Create new items in Webflow for newly added products in Pipedrive
Learn how to set up a Relay playbook that effortlessly syncs Pipedrive products with Webflow items, saving time and improving accuracy.
Discover a seamless method to automatically create Webflow items whenever new products are added in Pipedrive. This integration streamlines your workflow, ensuring your Webflow inventory stays up-to-date without manual effort.
Create new Webflow users for every new person added in Pipedrive
Learn how to set up a Relay playbook that automatically creates a new Webflow user whenever a new person is added in Pipedrive.
Boost productivity and maintain a streamlined user management process with this synchronized workflow, ensuring that new additions to Pipedrive seamlessly translate into new Webflow users without manual intervention.
Create Pipedrive leads from Webflow form submissions
Learn how to set up a Relay playbook that automatically converts a new Webflow form submission into Pipedrive leads.
Maximize your lead management strategy by automating the process of transforming new Webflow form submissions into valuable leads within Pipedrive. Streamline your workflow and optimize your sales pipeline with this effective integration between Webflow and Pipedrive.
Create a new item in Webflow for a newly added deal in Pipedrive
Integrate Pipedrive with Webflow to automatically create a new item in Webflow for each newly added deal in Pipedrive. This integration streamlines your workflow by ensuring that new deals added in Pipedrive are automatically represented as new items in Webflow.
When a new deal is added in Pipedrive, the integration creates a new item in Webflow using the deal information. You can map Pipedrive deal fields to corresponding item fields in Webflow, such as name, description, and other relevant details.
Add a new project in Pipedrive for a newly added item in Webflow
Integrate Webflow with Pipedrive to automatically add a new project in Pipedrive for each newly added item in Webflow. This integration streamlines your project management process by ensuring that new items added in Webflow are automatically represented as new projects in Pipedrive.
When an item is added in Webflow, the integration creates a new project in Pipedrive using the details from the newly added item in Webflow. You can map fields from the Webflow item to Pipedrive project fields such as project name, description, client details, and other relevant information.
Automatically create a new item in Webflow for a newly added project in Pipedrive
Integrate Pipedrive with Webflow to automatically create a new item in Webflow for each newly added project in Pipedrive. This integration streamlines your workflow by ensuring that new projects added in Pipedrive are automatically represented as new items in Webflow.
When a new project is added in Pipedrive, the integration creates a new item in Webflow using the project information. You can map Pipedrive project fields to corresponding item fields in Webflow, such as name, description, and other relevant details.
Create a new collection in Webflow for a newly added product on Pipedrive
Struggling to keep your Webflow collections updated with new products from Pipedrive? Say goodbye to manual data entry and hello to automated workflows with Relay.app.
With Relay.app's integration between Pipedrive and Webflow, you can automatically create new collections in Webflow whenever a product is added in Pipedrive, ensuring that your website stays synchronized with your product inventory.
In this guide, we'll walk you through the simple steps of setting up Relay.app to automatically create Webflow collections for new products in Pipedrive, saving you time and keeping your website content up-to-date effortlessly.
What will you automate?
Sign up and get started with your first Relay.app playbook today.
