In this how-to guide

How to automatically add a new project in Pipedrive for a newly submitted form in Webflow
1. Create your playbook and set the Webflow trigger as "New form submission"
2. Add the "Add project" in Pipedrive automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Webflow
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How to automatically add a new project in Pipedrive for a newly submitted form in Webflow

How to automatically add a new project in Pipedrive for a newly submitted form in Webflow

Relay.app is an automation tool that lets you automate actions across Pipedrive, Webflow, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Add project” action for each Webflow “New form submission” event.

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Webflow > Pipedrive

Trigger

Last triggered

New form submission

Add project

1

Create your playbook and set the Webflow trigger as "New form submission"

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 setup this playbook, click "Add trigger" and then select "New form submission" under Webflow. Then, select the form. If this is your first time using a Webflow integration in Relay.app, you'll be prompted to connect your Webflow account.

Now, every time there's a new form submission in Webflow, your playbook will run automatically.

2

Add the "Add project" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new project in Pipedrive when a new form has been submitted in Webbflow.

Click the "Add step" button, then locate the "Add project" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive 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 Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new Pipedrive project. Once turned on, it will respond to each newly submitted form in Webflow by adding a new project in Pipedrive 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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