Pipedrive Integration Bots
Streamline your work in Pipedrive with airSlate integration Bots. Connect to your Pipedrive account to automate your routine tasks and ensure the most accurate use of your data.
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Kickstart your automation journey
Experience the power of automation for your document workflows
A visual representation of your workflow
What is workflow automation?
Workflow automation means delegating repetitive business tasks
(wholly or partially) to specific software that will minimize human interaction and eliminate
errors
and hassles related to manual task performance. It can improve process performance for
creating
documents and populating fields with data from other resources, signing them and invoking different
related workflows upon document approval, analyzing and storing data, sending notifications, etc.
Integrated with other business applications, workflow automation platforms like airSlate provide
smooth and accurate data transferring between these tools, exporting information from recently
completed documents to databases and CRMs and vice versa. You can read more on this topic in our
blog.
What can I automate with Pipedrive?
Pipedrive is one of the market's top CRM solutions for improving
sales processes. It provides visualized pipelines of the company’s deals and leads its users
through
all sales stages. It enables specialists to effectively manage contract processing, tracking
contacts with the perspectives and turning them into leads and current customers. The platform
automates such processes as quote creation, sending emails and follow-ups to customers, sales
reports and forecasting generation, etc. However, it still requires some tasks to be performed
manually. For these routines, you can use robotic solutions, like those offered by airSlate.
With
the help of its Create Pipedrive Records Bot, Export to Pipedrive Bot, and Update Pipedrive Records
Bot, you can manage data in your CRM with minimized manual entry.
What is the best way to use Pipedrive?
Pipedrive works perfectly independently. However, integrations
with
other business solutions can help you exploit it more effectively. Connect your CRM account with
airSlate, an end-to-end no-code workflow automation platform, to eliminate much of your manual data
entry. Automatically pre-fill the fields of your business forms with the details collected in your
sales pipelines (Pre-Fill From Pipedrive Records Bot). Easily manage records inside your CRM with
auto-creation or updating based on data taken from your completed paperwork (Create Pipedrive
Records Bot and Update Pipedrive
Records Bot accordingly). Implementing robotic solutions into your
CRM processes liberates sales specialists from tedious manual data entry tasks. These integrations
allow your people to focus on customer service and new sales campaigns.
How does airSlate integrate with Pipedrive?
Unlike many automation solutions on the market, airSlate enables
users to integrate their workflows with cloud services and other business applications without
coding. Our platform uses Bots, small robotic software apps programmed to perform specific
tasks
automatically. There are four airSlate Integration Bots for Pipedrive that enable your workflows
seamlessly run across these two platforms:
- Create Pipedrive Records Bot
- Update Pipedrive Records Bot
- Export to Pipedrive Record Bot
- Pre-fill from Pipedrive Records Bot
How do I extract data from Pipedrive?
If you need to get a separate file with CRM data, click on the
“...” button, then complete the sequence: → More → Export data. Select the type of
records you need
to export and choose the format in which you want to save them (CSV or Excel options are available).
If you need to extract data from an item in your CRM to prepopulate paperwork, integrating with airSlate is the best solution. Our workflow automation platform provides a no-code tool for such cases. To configure your document workflow in airSlate, add and install our Pre-fill from Pipedrive Records Bot. After you connect both accounts with each other, specify those fields in your Pipedrive Entity from which you want to export data and match them with corresponding fields in your airSlate form. Then provide conditions that will activate your Bot, such as when people enter their company name into your agreement or invoice template. The Bot will automatically fill in the rest of the fields with details taken from your records in your Pipedrive database.
If you need to extract data from an item in your CRM to prepopulate paperwork, integrating with airSlate is the best solution. Our workflow automation platform provides a no-code tool for such cases. To configure your document workflow in airSlate, add and install our Pre-fill from Pipedrive Records Bot. After you connect both accounts with each other, specify those fields in your Pipedrive Entity from which you want to export data and match them with corresponding fields in your airSlate form. Then provide conditions that will activate your Bot, such as when people enter their company name into your agreement or invoice template. The Bot will automatically fill in the rest of the fields with details taken from your records in your Pipedrive database.
How do you upload data to Pipedrive?
There are two ways in which you can do this:
- Manually import a spreadsheet through the Pipedrive upload option (“...” → Import Data → From a spreadsheet → Upload file)
- Automatically by using the Export to Pipedrive Bot from airSlate.