First-time poster on here, and after creating some really interesting things with Zapier, I’m keen to learn more about this amazing tool!
One of the businesses I work with uses Jotform and Pipedrive. One of the things that is key to this connection working smoothly is taking uploaded files from Jotform form submissions and adding them to Pipedrive (specifically adding to organisations and within the deals themselves - 2 separate processes).
Please can someone outline how this might be possible including instructions?
The files do not need to be saved anywhere else for the business. I already have all zaps set up for these connections, it’s just the uploading files bit I’m missing!
I’m really looking forward to hearing back from the community and seeing how this would work!
For Jotform, make sure to adjust your account privacy settings to NOT require a login to view uploaded files, so those links can be used in the Zap steps.
Hi there, @Callum
Just came across this and wanted to check how you’re getting on. Did Troy’s reply help to point you in the right direction?
Keen to make sure you’re all set, so feel free to give us a shout if you’re still in need of some assistance on this, we’d be happy to lend a hand!
And if you were able to get everything set up, we’d love to hear more about the approach you took—it could be a big help to others wanting to build something similar!!
Hi @SamB,
Yes, thank you! I was looking for more of a step-by-step guide, I am still fairly new to Zapier but learning quickly, Troy definitely pointed me in the right direction.
Working setup below
I used a Google Drive step to upload the file, and then a separate Pipedrive step later on to attach the file from the GD step, using the ‘File’ link output from the Google drive step.
It was a bit of trial and error setting up the folder structure and working out which was the correct link to use produced by the Google Drive step. Annoyingly, I think the upload file step can only do one file per step, so I had to repeat this flow for every document.
Putting this here so that hopefully other people will stumble across this looking for the same solution. Thank you for your help Zapier Community!
Wow! Thank you for confirming that Troy’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.
