Streamline sales workflow with the ONLYOFFICE DocSpace and Pipedrive integration
With the integration of ONLYOFFICE DocSpace and Pipedrive via Zapier, you can streamline your sales-related tasks by automating them between these essential tools. This article will guide you through the benefits of this integration and show you how to get started.
ONLYOFFICE DocSpace and Pipedrive integration
Pipedrive is a robust sales management tool that helps teams track deals, manage leads, and optimize their sales processes. With its user-friendly interface and powerful features, Pipedrive enables sales professionals to organize their sales pipeline efficiently, track progress, and close deals.
ONLYOFFICE DocSpace is a robust platform for document management and team collaboration. It offers a centralized space where teams can create, edit, and share documents securely.
Integrating ONLYOFFICE DocSpace with Pipedrive can enhance your sales and document management processes. This integration allows you to automate tasks such as creating or updating sales opportunities in Pipedrive based on changes in ONLYOFFICE DocSpace. Imagine automatically linking your sales documents with relevant deals in Pipedrive or instantly generating tasks and reminders in Pipedrive whenever a document is updated in DocSpace. It ensures your sales team always gets the latest document updates and project changes.
Integration through ready-to-use Zap templates
Zapier is a powerful automation tool that connects various applications without requiring any coding. These automations, known as Zaps, follow a simple principle: when an event happens in one app, Zapier triggers an action in another app.
ONLYOFFICE DocSpace offers a variety of ready-made Zap templates that integrate seamlessly with popular apps like Trello, Slack, Gmail, Zoom, HubSpot, Pipedrive, Discord, and Asana.
ONLYOFFICE DocSpace Zaps for Pipedrive
If you use Pipedrive to manage your sales pipeline, integrating it with ONLYOFFICE DocSpace can offer numerous benefits. Pre-made Zap templates allow you to:
- Create Pipedrive deals for new folders in ONLYOFFICE DocSpace
- Create Pipedrive notes for new files in ONLYOFFICE DocSpace
- Create Pipedrive activities for new files in ONLYOFFICE DocSpace
- Create ONLYOFFICE DocSpace rooms for new Pipedrive deals
- Create ONLYOFFICE DocSpace folders for new Pipedrive deals
- Create ONLYOFFICE DocSpace files for new Pipedrive deals
- Add folders in ONLYOFFICE DocSpace for new updated deal stages in Pipedrive
- Create rooms in ONLYOFFICE DocSpace for new Pipedrive leads
- Generate folders in ONLYOFFICE DocSpace for new Pipedrive leads
- Create files in ONLYOFFICE DocSpace for new Pipedrive leads
- Create folders in ONLYOFFICE DocSpace for new notes in Pipedrive
- Create files in ONLYOFFICE DocSpace for new notes in Pipedrive
- Generate rooms in ONLYOFFICE DocSpace for new notes in Pipedrive
- Create folders in ONLYOFFICE DocSpace for new organizations in Pipedrive
How to get started
Step 1. Sign up for Zapier. If you don’t have an account, create a new one for free.
Step 2. Connect ONLYOFFICE DocSpace. In Zapier, go to the Apps section on the left-side panel. Click + Add connection and find ONLYOFFICE DocSpace.
Provide your DocSpace URL, email, and password to authorize the connection. To connect, click Yes, Continue to ONLYOFFICE DocSpace.
Step 3. Connect Pipedrive. Similarly, add Pipedrive to your list of connected apps in Zapier. Once both apps are connected, you can start creating your automated workflows.
Step 4. Choose a Zap template.
- Visit the ONLYOFFICE DocSpace page with Zaps for Pipedrive.
- Choose the desired template.
- Click Try it near the template.
Step 5. Customize your template. In the ready-made template, you can change some parameters to suit your needs. You can change the app, event, and connected DocSpace account, if necessary.
Once it is set up, test it. Go to the Test tab and click Test trigger. If the test was successful, click Continue.
Step 6. Now, configure the Pipedrive action. Set a new deal parameters and click the Test button.
If the test is successful, click Publish.
That’s it! Your Zap is now set up, and you’ll automatically have a new deal added in Pipedrive whenever a new folder is created in your DocSpace.
Step 7. Now let’s check how the model works in our applications. Сreate a new folder in DocSpace. Go to Actions and choose Folder. Enter the folder name and Create.
Once done, switch to your Pipedrive and go to Deals to see a new deal created by the ONLYOFFICE bot with the same name.
Start with a free DocSpace account
Sign up for a free DocSpace account now and connect it to other apps on Zapier to automate your workflows and eliminate repetitive tasks:
