This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Automatically create new Pipedrive records and populate Pipedrive record fields with data from completed documents.
Example: you have a new potential customer and you want to create a new record with their personal data by sending a lead form to them.
How to set up
When the bot runs by default:
The Create Pipedrive records bot activates once the documents are completed by the step after which the bot is set. To add the bot to your workflow, click the plus icon.
Then, select Bot from the list.
Search for the Create Pipedrive records bot. Then, install the bot to your workflow by clicking the corresponding button.
Connection settings:
To connect the bot to your Pipedrive organization, select Connect in the Connection settings section.
Then, select and connect a Pipedrive account. You can also create and connect a new account (by clicking Add new connection).
Note: The connected account must have editing permissions for the entities where records will be created; otherwise, new records cannot be generated.
Action settings:
In the Select objects and map fields section, select a base entity in Pipedrive where you’d like to connect your workflow. A base entity is where the data from a completed document will be populated.
Select related Pipedrive entities if needed. A related entity is a child or parent entity of a base entity where a new record will also be created. The relation between two newly created records will also be set up in this way. For example, select Persons as the base entity and Organizations as the related entity.
Map document fields to Pipedrive entity fields. Field mapping means matching document fields with the corresponding record fields.
Best practice: Ensure that all fields that are required to create a record in a specific entity are mapped, otherwise records cannot be created.
Once done, select Continue to proceed.
Conditions
Define conditions for the bot to activate exactly as you need. When not defined, the bot will activate according to the default triggers (when a recipient completes the document).
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.