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Export to Pipedrive Bot
Reduce manual data entry while improving data accuracy and consistency. Automatically transfer collected data in documents to Pipedrive with the Export to Pipedrive Bot.
Try automation, it’s free!
What the 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
Install and configure the Bot to automatically export form responses, budget approval details, sales data, or employee information to Pipedrive.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 69 Templates
- Used in 53 Workspaces
- Installed 382 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Export to Pipedrive Bot. No coding required.
Export as many documents as you want
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 multiple conditions and tell the Bot to act when all or some of them are executed
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.
View the Bots log or use tags to check if the Bot ran successfully
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
Install the Export to Pipedrive Bot to automate your document workflows
Learn more in this Bot’s airSlate Academy course
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.
