Our Jotform signature documents won't feed into Pipedrive

We set up the native integration, but between that and Zapier we still can't get the signed documents to feed into our CRM. Help please!

Our Pipedrive account allows attachments, the integration is set up properly, we enabled the option to attach signed documents directly - nothing is working.

Hi Sanitas,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Regarding your issue with signed documents not feeding into Pipedrive despite setting up the native integration and Zapier, here are some important points to check:

• Ensure that your Pipedrive account is properly authenticated in the Jotform integration settings.
• Verify that the option to attach signed documents directly is enabled in the integration configuration.
• Confirm that the form fields are correctly mapped to the corresponding Pipedrive workspace fields.
• Check that your Pipedrive account allows attachments and that there are no restrictions on file types or sizes.

If all these settings are correct and the issue persists, it might be helpful to review the integration setup step-by-step in the Form Builder under Settings > Integrations > Pipedrive, ensuring each step is properly configured.

Let me know if you need detailed guidance on any of these steps.

Reach out again if you need any other help.

Hi Sanitas,

Could you share the link of the form and a quick outline or screenshot of your Zapier setup so we can try to replicate the issue? That'll help us to understand better what’s going on. Let me show you how to post a screenshot to our Help Center:

1. On the Help Center page, scroll down to the Your Answer section and click on the Image icon.

2. Drag and drop your image into the Upload box, or click on it and select your file.

3. Then, click on the Add button in the bottom-right corner of the window.

4. To resize it, click on your screenshot and then click on one of the boxes in the corners, and drag it inward.

5. Once you're finished, click on the Post Answer button at the bottom right of the Your Answer section.

That's it. Once we hear back from you, we'll be able to help you with this.

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Sanitas Customer Service Team
WeCare@Sanitas-Skincare.com
...

Dear Sanitas Customer,
Thanks for reaching out to Sanitas! A member of our team will reply during office hours (Monday–Friday, 8:30 AM–5:00 PM MT).
In the meantime, you can:
Take our free skin quiz: https://sanitas-skincare.com/pages/skin-quiz for personalized product recommendations
Browse our bestsellers collection: https://sanitas-skincare.com/collections/best-sellers
Call us at 303.449.1875 during office hours for immediate assistance
We look forward to speaking with you soon!
Sincerely,
Sanitas Customer Service Team
WeCare@Sanitas-Skincare.com
...