In this how-to guide
- How to automatically update your Pipedrive leads for newly added Airtable records
- 1. Set the Airtable trigger as “Record created”
- 2. Add the “Update lead” in Pipedrive
- 3. Activate your playbook
- Learn more about integrating with Pipedrive and Airtable
- Related blog posts
- More how-to guides featuring Pipedrive and Airtable
How to automatically update your Pipedrive leads for newly added Airtable records
Relay.app is an automation tool that lets you automate actions across Pipedrive, Airtable, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Update lead” action for each Airtable “Record added” event.
Airtable > PipedriveTrigger
Last triggered
Record added
Update lead1
Set the Airtable trigger as “Record created”
Add the Airtable trigger to initiate your playbook's actions before creating a record.
To do this, click "Add trigger" in your playbook. Choose the "Record created" trigger from the Airtable options. It will enable your playbook to automatically identify newly created records and trigger necessary actions.
If you have yet to connect your Airtable account to Relay, a prompt will guide you through the connection process.
2
Add the “Update lead” in Pipedrive
Integrate the Pipedrive automation into your playbook.
To add a step to your playbook, select "Add Step" and look for the "Get lead" automation. Then, choose the table you want to work with; for example, let's say you want to work with the "leads" table. Once you've chosen the table, you must select an identifier in the "Add filter" from your chosen table data to match the Pipedrive data. In this example, the identifier is "Title".
Afterward, add another step to your playbook by selecting "Update deal." Next, click on all the relevant fields that you want to update then fill it in (for example "Title").
If you still need to connect your Pipedrive account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to update leads through your Pipedrive account.
3
Activate your playbook
Activating your playbook is the last step to automate the updating of leads in Pipedrive for new Airtable records. Once you turn it on, the playbook automatically updates leads in Pipedrive for new Airtable records without manual intervention.
To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.
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Let your new Airtable records automatically update your Pipedrive contacts
Have you ever found it challenging to manage your Airtable records and Pipedrive contacts simultaneously? Keeping your records updated and accurate across multiple platforms can be a difficult task. This can lead to discrepancies, errors, and wasted time. However, with Relay, you can easily sync new Airtable records to Pipedrive by updating existing contacts or creating new ones, ensuring your customer data is always up to date and easily accessible. In this guide, we’ll show you how to set this integration up in four easy steps, sparing you the headache of manual updates.
Sync new Pipedrive contacts to Airtable
Imagine a world where new contacts added in Pipedrive automatically flow into your Airtable table, simplifying data management. With Relay, you can feel ingenious automation streamlining your workflow and making it easier for your entire team to access data. Say goodbye to manual updates and hello to more efficient, error-free data synchronization. This automation will boost collaboration and empower your team with the tools they need to thrive. Let the Relay app handle the heavy lifting so you can focus on growing your connections and business. In this guide, we’ll show you how to set this integration up in four easy steps. Let's dive into it!
Add a new record in Airtable for a newly added product on Pipedrive
Looking to keep your sales and inventory systems synchronized effortlessly? Introducing Relay.app, your automation solution for seamless integration.
With Relay.app's connection between Pipedrive and Airtable, you can ensure that every new product added in Pipedrive automatically creates a new record in Airtable.
In this guide, we'll show you how to set up Relay.app to automatically add a new record in Airtable for each newly added product in Pipedrive, simplifying your sales and inventory management process efficiently.
Add a new project in Pipedrive for a newly added record on Airtable
Striving to keep your projects organized between Pipedrive and Airtable? Let Relay.app simplify the process seamlessly.
With Relay.app's integration between Pipedrive and Airtable, adding new projects in Pipedrive for each newly added record in Airtable becomes effortless.
Here's how it works: Whenever a new record is added in Airtable, Relay.app automatically creates a new project in your Pipedrive account. This automation not only saves you time but also ensures that your project management remains aligned with your data in Airtable.
In this guide, we'll walk you through setting up Relay.app to automate the project creation process, empowering you to focus on delivering exceptional service and growing your business effectively.
Add new Pipedrive leads to Airtable
Are you tired of constantly switching between Pipedrive CRM and Airtable to manage your leads? Keeping track of leads can be challenging, especially when you have to do it manually. With Relay, you can simplify the process and save yourself a lot of time and effort. It allows you to seamlessly synchronize your leads between Pipedrive CRM and Airtable and have all the necessary information in one place. This means you can spend less time on data entry and more on what matters - building relationships with your leads and closing deals. In this guide, we’ll show you how to set this integration up in four easy steps. Let's get started!
Add new Airtable Records as new Pipedrive Deals
Are you tired of spending hours transferring data from your Airtable records to Pipedrive deals? We understand how frustrating and time-consuming it can be, not to mention the risk of errors. It can be overwhelming to manage all the information manually. But don't worry; with Relay, you can automate the process and create seamless business opportunities by adding every new Airtable record as a deal in Pipedrive. This integration ensures that the data is transferred accurately and efficiently without any risk of errors. In this guide, we’ll show you how to set this integration up in four easy steps. Let's dive in!
Track Pipedrive deal stage changes in Airtable
Have you ever been in a situation where you're juggling multiple deal stages across Pipedrive and Airtable and struggling to keep everything in sync? We get it – it can be frustrating and time-consuming. But worry not; with Relay, You can automatically optimize your workflow by tracking every change in Pipedrive deal stages directly in your Airtable database. With this, you no longer worry about manual updates or missed transitions. You can now effortlessly track your deals and keep everything organized and up-to-date in just four easy steps. It's time to work smarter, not harder.
Learn how to automatically add followers to deals or contacts in Pipedrive for new Airtable records
Do you ever feel drained from the endless task of managing your data across multiple platforms? It can be quite the headache to switch between Airtable and Pipedrive constantly, but don't worry; we've got your back! With Relay, you can effortlessly connect Airtable and Pipedrive by automatically adding followers to deals or contacts in Pipedrive every time a new record is created in Airtable. This way, you can save time and energy and focus on what matters. In this guide, we’ll walk you through four easy steps to set up this integration. Let's get started!
Create Pipedrive notes whenever a new record is added in Airtable
Do you use Airtable and Pipedrive for your business? Do you often find it challenging to keep track of every new entry without losing them in the digital shuffle? We understand how frustrating it can be to document each entry and transfer it to another platform manually. But worry no more; with Relay, you can easily sync every new record created in Airtable to Pipedrive as a note, providing a seamless way to track updates across platforms. This automation ensures that every new Airtable entry is promptly documented in Pipedrive. Our guide will show you how to set up this feature in four simple steps. Let's get started!
Automatically update Pipedrive contact details when a new Airtable record is created
Do you want to avoid having your contact details spread across platforms like Airtable Records and Pipedrive? Do you wish they could work together more seamlessly? Well, we have great news! With Relay, you can automatically update contact details in Pipedrive whenever new records are added to Airtable. Relay goes beyond just integration; it's the key to achieving perfect harmony and unity within your customer information. In this guide, we’ll show you how to set this integration up in four easy steps. Let's dive in!
Automatically let new Airtable records update your Pipedrive deals
Have you ever wished for a way to synchronize your deals in Pipedrive whenever a new record appears in Airtable? Wish not! With Relay Relay, you can seamlessly update your deals in Pipedrive with every new record in Airtable. No more data discrepancies or chasing information across platforms. It can simplify the process and ensure your deals stay updated effortlessly. In this guide, we’ll show you how to set this integration up in four easy steps. Say goodbye to data chaos and hello to a smoother, more synchronized workflow.
Add a contact in Pipedrive for new Airtable records
Have you ever wished for a simple way to transfer your Airtable records into Pipedrive contacts without the headache of manual data entry? Well, we have some good news for you! With Relay, you can streamline your lead management process by ensuring new contacts are quickly added to Pipedrive. No more tedious data transfers, just a hassle-free workflow that ensures every contact swiftly enters Pipedrive. In this guide, we’ll show you how to set this integration up in four easy steps. Let's get started!
Link Airtable records with Pipedrive activities
Have you ever found yourself in a frustrating situation where you have to manage multiple records in Airtable and track various activities in Pipedrive simultaneously, all while trying to keep your sales processes streamlined? It can be daunting to ensure that everything is in sync and up-to-date, especially when dealing with a large volume of data. But with Relay, you can connect new Airtable records with Pipedrive by automatically adding activities for every record created. This feature is perfect for streamlining your CRM processes and updating your sales team. In this guide, we will show you how to set up this integration in four easy steps. Let's get started!
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