Document/Form Pipedrive Integration
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M.E
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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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Any form app (FillOut, Tally, Cognito Forms) + Make/Integromat or Zapier.
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