Add a deal in Pipedrive when a record is created in Airtable

■Overview

Do you ever find it time-consuming to manually transfer project information managed in Airtable to Pipedrive, or encounter data entry errors along the way?
With this workflow, you can automate the integration between Airtable and Pipedrive. When a new record is added to Airtable, a deal is automatically added to Pipedrive. Eliminate tedious manual work and boost your sales productivity.

■Who Should Use This Template

• Sales representatives who manually transfer data between Airtable and Pipedrive
• Team managers using Airtable as a database and Pipedrive as a CRM
• Anyone looking to eliminate data transfer between SaaS tools and streamline the entire sales process

■Benefits of Using This Template

• When a record is added to Airtable, a deal is automatically added to Pipedrive, reducing the time previously spent on data entry.
• Eliminating manual data transfer helps prevent human errors such as incorrect entries and missed updates, keeping your data accurate.

■Flow Bot Steps

1. First, connect Airtable and Pipedrive to Yoom.
2. Next, select Airtable as the trigger and set the action to “When a record is added.”
3. Then, set Pipedrive’s “Search for a person” action as an operation to identify the person to associate with the deal.
4. Finally, set Pipedrive’s “Add a deal” action as an operation to create a new deal based on the information retrieved from Airtable.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger is activated.

■Customization Options

• In the Airtable trigger settings, you can specify the table to use as the starting point for the integration and the fields (columns) from which you want to retrieve information.
• When adding a deal in Pipedrive, you can dynamically set fields such as the deal title, amount, and owner using not only fixed values but also values retrieved from Airtable in the previous step.

■Important Notes

• Connect both Airtable and Pipedrive to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• For details on how to retrieve Airtable record details, see this guide.