Automate Data Input from Documents to Pipedrive
Just seeking advice. We have documents and files that we receive from clients. These are critical info that needs to be in Pipedrive. We are looking for possible apps/integrations to enhance our workflow efficiency and reduce manual tasks in handling client documents within Pipedrive. Specifically, we aim to automate tasks such as inputting data into Pipedrive, extracting and validating information from received documents, and ensuring accurate allocation and organisation of client data.
For example: When we receive onboarding documents, we want to streamline the process of allocating the document to the corresponding file and automatically extracting relevant data to populate the CRM. Similarly, for documents that contain critical information, the goal is to automate the entry of this data into the system, thereby saving time and minimizing the potential for human errors.
Wondering if someone here had a solution or had the same goal.
Thank you very much.