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Create Pipedrive Records Bot

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Create record
Create Pipedrive Records Bot

Create Pipedrive Records Bot

Save time and grow your business faster by automating the process of creating records with the Create Pipedrive Records Bot. No manual data entry and development required.

What the Bot does

The Bot adds the collected data from a document into the mapped fields of the selected Pipedrive record based on the ‘if-this-then-that’ conditions you’ve set.

When to use

Install and configure the Bot to automatically create leads, lead forms, contacts in Pipedrive using data from completed documents such as registration forms, and so on.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 69 Templates
Used in 71 Workspaces
Installed 289 times in the last 30 days
99% success rate

4.5 out of 5

(37 votes)

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Get your automated workflows up and running in minutes with the Create Pipedrive Records Bot. No coding required.

Map fields in a document to the fields in the Pipedrive entity

Configure Bot settings

First, connect to your Pipedrive account. Once connected, select a Pipedrive entity from the list. Then, specify what information from the document will be used to create the Pipedrive record.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select the Approve button in the purchase return and tell the Bot to create a corresponding Pipedrive record once it’s approved.

View the Bots log or use tags to check if the Bot ran successfully

Get a new Pipedrive record created in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data added to the selected document fields will be used to create a new Pipedrive record.

Try pre-built workflows to experience the Create Pipedrive Records Bot in action

Sales Quotation

The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.

Learn more

Vendor Registration

The Vendor Registration Flow is used by procurement departments to automate the process of registering new vendors in a company’s database.

Learn more

Lead Generation Form Template

The Lead Generation Form Template Flow is used to speed up the process of generating leads and improving customer conversion rates.

Learn more

Purchase Return

The Purchase Return Flow is used by sales departments to automate contract management processes and speed up customer data collection.

Learn more

Other Bots often used with the Create Pipedrive Records Bot

Pre-fill from Pipedrive Records

Update Pipedrive Records

Export to Pipedrive Bot

Send Webhook on Documents Completion Bot

Forbid Saving as Draft Bot

Notification feed Bot

Eliminate repetitious tasks without having to write code

Use Create Pipedrive Records Bot

Start creating a new Flow and import forms or generate templates right on the platform to enable the Bots option. Find and choose an appropriate Bot from the list.

Configure it

Open the Bot adjustment. Fill out all the required fields to define general and advanced settings. Consider determining activation circumstances to prevent false activations (you can include a couple of circumstances).

Investigate the way it operates

Execute the workflow and discover the results. Ensure that the software robots are operating properly. If something fails, check the Bots log to correct the errors and execute your Flow again.