Document/Form Pipedrive Integration

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M.E
M.E Member Posts: 6 VERIFIED MEMBER
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edited February 29 in Apps and Integrations #1

Hello,

I have had a couple of meetings with third-party apps for client forms and document management.

I'm having an issue finding the right one. I aim to send the client a link with a form for them to fill out. It is also possible for them to upload documents. I want the information to link to Pipedrive and fill it in a new deal. Then to also create a folder in OneDrive sorting the uploaded documents.

Is there one or a few apps that is best suited for this?

Thank you!

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