Upload files to Pipedrive from Jotform

  • Profile Image
    MoveAcademy
    Asked on August 12, 2020 at 05:00 AM
    connect Jotform and Pipedrive.
     
    With the of Pipedrive and Jotform integration, you can use submitted form data from Jotform to:
    1. Create a deal
    2. Create a person
    3. Create an activity
    4. Add a note to deal, person, or activity
    5. Upload files to your workspace

    you note above that

    With the integration, you can use submitted form data from Jotform to

    5. Upload files to your workspace


    This instruction is not included in the integration instruction. Can you please explain how to complete this function. 


    thanks

  • Profile Image
    Bojan_J
    Answered on August 12, 2020 at 07:58 AM

    To add files, you first need to have an upload element on your form.

    Then you can enable Upload files option from the integration, and choose the element from the form you wish to be uploaded:

    Let us know if you have any additional questions.