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Question

Saving email attachments to a Pipedrive Deal

  • 31 March 2021
  • 5 replies
  • 89 views
H

I have created a Zapier link that creates a Deal in Pipedrive when I receive an email. I am trying to find how you can save the attachments from the email to the deal. Any help would be greatly appreciated

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Hybrid-Ag 

What email app are you using? (e.g. Gmail)

If using Gmail you can use this trigger:

With this Pipedrive action:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
H

Hi Troy, thank you for your reply. I am using Outlook.

Troy Tessalone
Userlevel 7
Badge +14

@Hybrid-Ag

The Outlook app trigger should provide a file object for the attachments altho it may be a zip file.

If each of the attachments are provided individually you can use the Looping app: https://zapier.com/apps/looping/integrations

Try searching for “attachment” or “file” in the data returned from the trigger step.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
H

Thank you so much Troy, I will try this :)

william
Userlevel 3
Badge +6

Hey @Hybrid-Ag, hope you’re well, just wanted to check in here!

Were you able to get things going with the information from Troy?

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