Guide

How to automatically add activities to Pipedrive from Typeform

Create a Relay playbook to automatically add Pipedrive activities when new responses are received in Typeform.
Typeform logoTypeform > Pipedrive
Trigger
Last triggered
Typeform logoNew response
Pipedrive logoAdd activity to deal
1

Add the Typeform trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New response" under Typeform. Then, select Form. If this is your first time using a Typeform integration in Relay, you'll be prompted to connect your Typeform account.

Now, every time you get a new response in Typeform, your playbook will run automatically.

2

Add the activity to Pipedrive.

Now you can create a new step in the playbook and select "Add activity to deal" from the list of Pipedrive automations. To pick the right Deal, you will add a "Get Deal" step to look up the Deal based on information from Typeform.

Once that's done, you can add the right information to the "Add activity" step.

3

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever New response in Typeform. You can also click "Check now" to do a manual check whenever you'd like.

Get started with Relay.app

Sign up now and get started with your playbook today