Document/Form Pipedrive Integration
![M.E](https://usericons.pipedrive.com/profile_120x120_11812321_2324ef3d5c9a32ef89ed7d320fe1369f.jpg)
M.E
Member Posts: 6 VERIFIED MEMBER
![Photogenic](https://us.v-cdn.net/6037014/uploads/badges/DWAP3NZPOC7U.png)
![First Anniversary](https://us.v-cdn.net/6037014/uploads/badges/UEM8T82HV5G3.png)
![First Comment](https://us.v-cdn.net/6037014/uploads/badges/DF5XRP8OLBHB.png)
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!
Tagged:
0
Comments
-
Any form app (FillOut, Tally, Cognito Forms) + Make/Integromat or Zapier.
0