Is it possible to automatically add email attachments to Files area?

Ed Ferreira
Ed Ferreira Member Posts: 2 VERIFIED MEMBER
in Workflow Automation #1

I have a workflow that sends the customer all necessary PDF forms they need to fill out when a deal begins via automated email. When the customer replies to the email with attachments, the email shows up in the history of the deal. I'd like to have those attachments automatically add to the Files section of the deal. Having to upload all of those manually to Pipedrive is a burden when you're dealing with 10+ files.

I explored using Documents for this workflow but we have forms that only render well in PDF and don't render well in word when converted.

Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 158 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hey, Ed Ferreira!

    Automatically adding PDF files from email attachment into deals is not a possibility at the moment, but this is for sure a great feedback which I will forward to our product team.

    Thank you for the suggestion.

  • Adrian Miller
    Adrian Miller Member Posts: 1 VERIFIED MEMBER
    First Comment Name Dropper
    #3
    https://community.pipedrive.com/discussion/comment/33254#Comment_33254

    Hi Leonardo,

    Has this progressed at all, it has been 16 months now.

    Automations should be set up allowing the auto attachment of documents this will drastically help workflows,

    • Welcome pack emails can be sent
    • Different forms can be sent automatically when the deal reaches different stages in the workflow

    Also, Documents should handle *.PDF Files

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