This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
The Send documents to the Pipedrive contacts bot allows you to send completed documents to Pipedrive contact records as email attachments.
Use case example: After a form is signed, you want to automatically send the signed document to a relevant contact in Pipedrive who needs to receive the document.
How to set up
First, you need to have a workspace that already has Pipedrive integration configured. Learn more about the Pipedrive integration.
Once you have set up the Send documents to Pipedrive deals bot, go to All bots
Create a new bot of the Send documents to Pipedrive contacts type
Now let's configure the bot. In the Configuration section, select your Pipedrive Contact (Person) from the dropdown
In the Contact (Person) value field, map the corresponding data from your completed document to identify the right contact to send the document to
Now, select which file(s) you want to send to Pipedrive. You can select single or multiple files and even select all files
All the necessary configurations are complete! You can now perform any additional settings to your workflow or close this bot setup modal