Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export to Pipedrive Bot does
The Bot transfers data to the corresponding Entity in your Pipedrive account based on the ‘if-this-then-that’ conditions you set.
When to use the Export to Pipedrive Bot
Install and configure the Bot to automatically export form responses, budget approval details, sales data, or employee information to Pipedrive.
Export Custom Values to Export to Pipedrive 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 the Entity you need. Then, match the fields of your document with the Entity records and choose the document you want to export.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot will act
Define what will trigger the Bot to act. Triggers can be a specific date, document data, user roles, an email, or a name. E.g., select document fields and tell the Bot to export data when these fields have been filled out.
Get your data exported to Pipedrive
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 document will be automatically uploaded to your Pipedrive record.
Try pre-built workflows to experience the Export to Pipedrive Bot in action
Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
Learn more
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Learn more
Sales Order
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Learn more
Vendor Payment
Procurement departments use the Vendor Payment Flow to streamline the invoicing process in order to cycle and avoid errors caused by manual data entry.
Learn more
Other Bots often used with the Export to Pipedrive Bot
Speed up repetitive activities with no write code
Employ Export to Pipedrive Bot
Start a new Flow and import samples or generate documents right on the platform to activate the Bots option. Find a needed Bot from the list.
Configure it
Open the Bot configuration. Complete all the required fields to customize general and advanced settings. Don’t forget about indicating activation circumstances to avoid false activations (you can add a few circumstances).
Investigate how it operates
Execute the workflow and discover the results. Ensure that the software robots operate correctly. If something doesn’t work, look into the Bots log to correct the errors and execute your Flow again.
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