How to automatically send an email via Outlook for a newly added project in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, Outlook, and many other apps. In this guide, we'll show you how to automatically send email in Outlook for each project added in Pipedrive using Relay.app.
Pipedrive logoPipedrive > Outlook
Trigger
Last triggered
Pipedrive logoProject added
Outlook logoSend email
1

Create your playbook and set the Pipedrive trigger as "Project added"

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 set up this playbook, click "Add trigger" and then select "Project added" under Pipedrive. Then, select the Board. This will allow your playbook to automatically detect the newly added project 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.

2

Add the "Send email" in Outlook automation

Integrate the Outlook automation into your playbook to ensure the prompt sending of an email via Outlook when a new project has been added in Pipedrive.

Click the "Add step" button, then locate the "Send email" automation for Outlook and input the mandatory and relevant details.

If your Outlook 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 account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sending of an email via Outlook. Once turned on, it will respond to each newly added project in Pipedrive by sending an email via Outlook 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.

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