In this how-to guide

How to automatically update Pipedrive contact details when a new Airtable record is created
1. Set the Airtable trigger as “Record created”
2. Add the “Update person” 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

Integrationsarrow_forwardPipedrive Integrationsarrow_forwardPipedrive + Airtable Integrationsarrow_forward

How to automatically update Pipedrive contact details when a new Airtable record is created

How to automatically update Pipedrive contact details when a new Airtable record is created

Relay.app is an automation tool that lets you automate actions across Pipedrive, Airtable, and many other apps.

Try it in Relay.app

1

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 person” in Pipedrive

Integrate the Pipedrive automation into your playbook.

To add a step to your playbook, select "Add Step" and look for the "Get person" automation. Then, select an identifier in the "Add filter" from your chosen table data to match the Pipedrive data. In this example, the identifier is "name".

Afterward, add another step to your playbook by selecting "Update person." Next, click on all the relevant fields that you want to update.

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 persons through your Pipedrive account.

3

Activate your playbook

Activating your playbook is the last step to automate the updating of contacts in Pipedrive for new Airtable records. Once you turn it on, the playbook automatically updates persons 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.

Learn more about

See all appsarrow_forward

See all blog posts ➔

The Best Form Automation Software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

7 Ways to Automate Airtable

Airtable automations are great, but they fall short when it comes to integrating with the rest of your tech stack. In this post, we look at how to level-up your Airtable automations with Relay.app.

Jacob Bank

7 Ways to Automate Pipedrive

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

How to Build an Airtable CRM (And Automate It With Relay)

Discover how Airtable (with a little help from Relay) can streamline your customer relations and boost sales as your next CRM tool.

Jacob Bank

Integrations with the new Pipedrive Projects API

Relay.app now has deep integrations and automations with Pipedrive's new Projects API

More how-to guides featuring Pipedrive and Airtable

See all how-to guides ➔

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.

Automatically update your Pipedrive leads for newly added Airtable records

Are you tired of dealing with the hassle of syncing data between your Airtable records and Pipedrive leads? We know how frustrating it can be. But don't worry, we have a solution for you! With Relay, you can automate syncing new Airtable records with Pipedrive leads. This means that every time you add a new record to Airtable, it will automatically be added to Pipedrive without any manual effort. This not only saves your time and reduces the risk of errors, but it also ensures that your data is always up-to-date and accurate. In this guide, we'll walk you through the simple steps to set up this integration and enjoy the benefits immediately. Let's get started!

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 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!

What will you automate?

Sign up and get started with your first Relay.app playbook today.

Try Relay.app for free

Background image