Document Storage Options
I would like the option to choose which sub-folder my documents are stored to.
I currently link with Sharepoint and would like to choose a specific sub folder to link too.
This is required as Sharepoint is also used as our business server and so we don't want random pipedrive documents appearing in the primary folder with no order.
Comments
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Hello Leo,
Usually, in the "Add-ons" or "Integrations" section of Pipedrive, you will find options related to SharePoint that allow you to specify a particular folder in SharePoint for storing documents from Pipedrive.
After configuring the storage settings, you should be able to select a nested folder in SharePoint where documents from Pipedrive will be stored. Typically, when creating or uploading documents in Pipedrive, you can specify the path to the desired subfolder in SharePoint.
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Hi Mykola.
Actually, you can only choose the primary SharePoint folder but you do not have the option to choose subfolders as the storage location.
If I am wrong can you provide a full detail or how as the Pipedrive help desk said it was not possible.
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If your integration with Pipedrive and SharePoint only allows you to select the main SharePoint folder but not subfolders as the storage location, there are a few potential solutions or workarounds you can consider:
Use Naming Conventions: When saving documents to the main SharePoint folder, you can adopt a consistent naming convention that includes the desired subfolder name. For example, you can name documents like "SubfolderName - DocumentName.pdf." This way, you can easily sort and organize the documents within SharePoint by the subfolder name.
Manual Organization: You can periodically review the documents in the main SharePoint folder and manually move them to the appropriate subfolders based on their content. While this is more labor-intensive, it allows for greater control over the organization.
Custom Script or Tool: Depending on your technical capabilities, you might consider creating a custom script or tool that automates the process of moving documents from the main folder to subfolders in SharePoint based on certain criteria or metadata.
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I am aware that I can manually sort my SharePoint folder.
These threads are for improvements and developments that would be beneficial for Pipedrive users and to raise awareness with the Pipedrive Development team.
As I am sure you will agree - the ability to choose a specific path to store documents within SharePoint is not a major ask.
It would be a major challenge to manually sort documents for those users using the Document function on a regular basis and totally unnecessary if a specific path / sub-folder can be chosen.
If you agree then like my post to increase awareness.
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I am a Pipedrive partner. For the first time I have a client how wants to manage SmartDocs with Sharepoint, and I am facing the same problem.... almost to the point at which I will recommend that she switch to GoogleDocs. I am actively researching this topic this week.
Joseph Valenti
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Hi Joseph,
Did you find any answers to the storage question. I am running into the same issues that sale members our our team would like to grab and integrate documents all within PipeDrive, but it is not possible. Any guidance would be appreciated.
Best,
Ben Johnson
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I have a scenario using make that watches for a files to be added to a deal then moves them from main folder to a sub folder that follows the DEALID - DEAL NAME structure.
I'm using Google Drive though, not sure if the same can be done with sharepoint.0 -
Has the Sharepoint/Pipedrive integration (without tedious manual workarounds) been addressed or solved yet?
Our team has Sharepoint to ensure global access to files immediately upon updates. However, we work within Pipedrive frequently for clients that have numerous touch points (between multiple internal team members) and 25-50 document exchange requirements throughout medium length sale cycles. Plus, we have a need for logging document changes and updates within the Pipedrive client profile so our our team knows what docs are required by whom, and what's been done.
Bouncing back and forth between Sharepoint and Pipedrive is currently disruptive bottleneck and increases margin for manual error.
Is Zapier or Make necessary to make this integration work? Or is there a more seamless native solution?
Thanks for the insights.
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I am with you and also in favor of a serious document storage integration for sharepoint. This is really not asking much and would drastically improve the user experience.
However, development times at pipedrive are slow so here is our current workaround:
We set up an automation with microsoft power automate. This automation automatically creates a new folder in sharepoint whenever a new deal is created in pipedrive. We use the deal id as the major key to be able to retrieve the folder within sharepoint. If users want to access files of a specific deal, they will need to go to pipedrive first and look for the deal id (can be retrieved from the url of a deal). After that, users have to go to sharepoint and search with the deal id for the folder they need.
This is absolutely not hassle free and feels quite outdated in today‘s times but that‘s the best we‘ve come up to until now…
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