Pipedrive and OCR Space Integration

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Automatically extract data from invoices or documents uploaded to Pipedrive using OCR Space. Latenode's visual editor makes setup easy, while affordable execution-based pricing simplifies scaling your document processing workflows without complex code.

Swap Apps

Pipedrive

OCR Space

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and OCR Space

Create a New Scenario to Connect Pipedrive and OCR Space

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or OCR Space will be your first step. To do this, click "Choose an app," find Pipedrive or OCR Space, and select the appropriate trigger to start the scenario.

Add the Pipedrive Node

Select the Pipedrive node from the app selection panel on the right.

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Pipedrive

Configure the Pipedrive

Click on the Pipedrive node to configure it. You can modify the Pipedrive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Pipedrive

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Run node once

Add the OCR Space Node

Next, click the plus (+) icon on the Pipedrive node, select OCR Space from the list of available apps, and choose the action you need from the list of nodes within OCR Space.

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Authenticate OCR Space

Now, click the OCR Space node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OCR Space settings. Authentication allows you to use OCR Space through Latenode.

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Run node once

Configure the Pipedrive and OCR Space Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

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Run node once

Set Up the Pipedrive and OCR Space Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Pipedrive, OCR Space, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking β€œRun once” and triggering an event to check if the Pipedrive and OCR Space integration works as expected. Depending on your setup, data should flow between Pipedrive and OCR Space (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Pipedrive and OCR Space

Pipedrive + OCR Space + Google Sheets: When a new deal is added to Pipedrive, if a file (business card) is attached, it is sent to OCR Space to extract the text. The extracted data is then added as a new row in a Google Sheet.

OCR Space + Pipedrive + Slack: When OCR Space processes a document and extracts text, the automation searches for a person in Pipedrive using the extracted information. If a matching person is found, their Pipedrive record is updated, and a Slack message is sent to a designated channel, notifying the sales team about the updated contact information.

Pipedrive and OCR Space integration alternatives

About Pipedrive

Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.

About OCR Space

Need to extract text from images or PDFs? Use OCR Space in Latenode to automatically process documents and integrate the data into your workflows. Automate invoice processing, data entry, or compliance checks. Latenode adds flexible logic, file parsing, and destinations to your OCR results, scaling beyond single-document processing.

See how Latenode works

FAQ Pipedrive and OCR Space

How can I connect my Pipedrive account to OCR Space using Latenode?

To connect your Pipedrive account to OCR Space on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Pipedrive and click on "Connect".
  • Authenticate your Pipedrive and OCR Space accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Pipedrive deals using OCR?

Yes, you can! Latenode's visual editor makes it easy to extract data from invoices with OCR Space and automatically update corresponding deal information in Pipedrive, saving time and improving data accuracy.

What types of tasks can I perform by integrating Pipedrive with OCR Space?

Integrating Pipedrive with OCR Space allows you to perform various tasks, including:

  • Extracting contact details from business cards and adding them to Pipedrive.
  • Automatically updating deal information using data from scanned contracts.
  • Creating new Pipedrive leads from information on marketing materials.
  • Verifying customer information by cross-referencing data from scanned documents.
  • Populating Pipedrive fields with data parsed from invoices using OCR.

How do I handle errors when processing documents with OCR Space?

Latenode's advanced error handling allows you to automatically retry failed OCR processes or send alerts for manual review, ensuring data integrity.

Are there any limitations to the Pipedrive and OCR Space integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • OCR Space's API has usage limits based on your subscription plan.
  • The accuracy of OCR depends on the quality of the scanned documents.
  • Complex document layouts may require custom parsing logic within Latenode.

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