Create Pipedrive Records Bot

Create Pipedrive Records Bot

Conserve time and expedite your business growth by automating the record creation process with the Create Pipedrive Records Bot. Eliminate the need for manual data input and development.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Create Pipedrive Records 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 the Create Pipedrive Records Bot
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.
Export Custom Values to Create Pipedrive Records Bot

Get your automated workflows up and running in minutes. No coding required.

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 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.
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.
Create Pipedrive Records Bot

Install the Create Pipedrive Records Bot to automate your document workflows

Start for free

Eliminate repetitious tasks without having to write code

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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.
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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).
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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.