In this how-to guide

How to add new Pipedrive leads to Airtable
1. Set the Pipedrive trigger as “Lead added”
2. Add the “Add record to table” in Airtable
3. Activate your playbook
Learn more about integrating with Pipedrive and Airtable
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How to add new Pipedrive leads to Airtable

How to add new Pipedrive leads to Airtable

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 Airtable “Add record to table” action for each Pipedrive “Lead added” event.

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Pipedrive > Airtable

Trigger

Last triggered

Lead added

Add record to table

1

Set the Pipedrive trigger as “Lead added”

Add the Pipedrive trigger to initiate your playbook's actions before adding leads.

To do this, click "Add trigger" in your playbook. Select the "Lead added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly added leads and trigger necessary actions automatically.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.

2

Add the “Add record to table” in Airtable

Integrate the Airtable automation to instantly add records from new Pipedrive leads.

Select "Add Step" and search for the "Add row to sheet" automation. Then, choose the table where you want to add a record - let's say it's the "Leads" table. Once you've selected the table, click on all the relevant fields and fill in the necessary details, such as the First name, Label, Last name, Notes, Organization, Person, Phone, and Title.

If you still need to connect your Airtable account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to add records through your Airtable account.

3

Activate your playbook

Activating your playbook is the last step to add a record for your Pipedrive leads to Airtable. Once you turn it on, the playbook automatically adds new Pipedrive leads to Airtable 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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