Guide

How to 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.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a new activity is added in Pipedrive.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the Pipedrive "Activity added" 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 "Activity added" under Pipedrive. Then, select the relevant details. This trigger will automatically detect all the new activity added in Pipedrive to create new items in Webflow.

If this is your first time using a Pipedrive integration in Relay, you'll be prompted to connect your Pipedrive account.

3

Add the Webflow "Create item" automation

Integrate the Webflow automation into your playbook to ensure prompt creation of new items in Webflow for every new activity added in Pipedrive. Add a new step and select "Create item" from the list of Webflow automations.

Connect Webflow to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Pipedrive to automatically pass along the right data.

4

Turn on the playbook

Activating your playbook is the final step to automate creating new items in Webflow for every new activity added in Pipedrive. Once turned on, it will respond to new activity added in Pipedrive by creating a new item in Webflow 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 sent correctly.

Get started with Relay.app

Sign up now and get started with your playbook today