Automate document workflows in Pipedrive. Extract data with AI and route it into your CRM using Klippa's low-code Flow Builder.

Klippa's integration with Pipedrive lets you automate document-based workflows without writing a single line of code.

Using the intuitive Klippa Flow Builder, you can capture, extract, validate, and route data from any document, such as invoices, receipts, contracts, or IDs, directly into Pipedrive. Save time, reduce errors, and speed up your processes with AI-powered OCR and flexible automation logic.

Whether you want to populate a contact record with extracted data from an ID, enrich deal records with suppliers found on invoices, or trigger pipeline updates based on contract details, it's all possible.

Common use cases include:

• KYC and identity verification
• Invoice and receipt processing
• Contract data extraction
• Document-based lead intake
• Custom workflows triggered by file uploads, emails, or webhooks

With a few simple clicks, you can automate multi-step processes, streamline your sales and operations, and focus on what really matters: closing deals.

To use this connection please visit the DocHorizon platform. On the platform you can create an account and start creating your automated integration!