Create a record in Airtable when a deal moves to a stage in Pipedrive

What each client fills in

Airtable: Base ID

From the base’s URL: airtable.com/appXXXX/…

Airtable: Table

For example Leads

Pipedrive: Stage ID

In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

• Airtable

  airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Pipedrive, for “A deal moves to a stage”
2. Connect the client’s Airtable, for “Create a record”
3. Fill in Pipedrive: Stage ID (In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link)
4. Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
5. Fill in Airtable: Table (For example Leads)
6. Match Airtable’s fields to the client’s own: Deal, Value, Currency, Status open won lost