In this tutorial and demo, we will create a PDF report for new Deals in Pipedrive CRM using PDF.co and Zapier integration. Follow the steps below to learn how to generate a New Deal Report:

  1. Select Pipedrive as the App and New Deal as the Event
  2. Click on Test Trigger
  3. Create PDF Report with PDF.co Anything to PDF Converter
  4. Input Event Parameters for File Conversion
  5. Output
  6. Useful Resources
  7. Video Tutorial: Create Pipedrive CRM New Deal Report

1. Select Pipedrive as the App and New Deal as the Event

Pipedrive New Deal Trigger

The image below shows a new deal creation on Pipedrive.

Add New Deal Inside Pipedrive

2. Click on Test Trigger

.

Test New Deal Trigger In Zapier

Test trigger data contains all deals related to information such as organization name, contact name, etc.

Found New Deal Result

3. Create PDF Report with PDF.co Anything to PDF Converter

To create the PDF report, we will use PDF.co as the app and Anything to PDF Converter as the event. Anything to PDF Converter can convert formats such as HTML, document, spreadsheet, presentation, and URL to the PDF.

Set Anything To PDF Converter As The Action Step

4. Input Event Parameters for File Conversion

Now we need to provide all the event parameters such as source type, input, etc. Select Raw HTML code to convert to PDF as the Source Type. In the Input field, specify the basic HTML report covering the deal information as shown in the screenshot. Lastly, enter the output file name and its PDF extension.

Customize Anything To PDF Converter With HTML Code And Pipedrive Data

Here’s the final input request.

Send Anything To PDF Converter Data To Test And Review

Output received from PDF.co is in JSON format and contains fields such as URL, page count, error, etc. Here URL refers to the PDF output report.

PDF.co Successful Request Result

5. Output

Here’s how the PDF output for the deal report looks like when opened.

PDF Output Of New Deal Report

NOTE: You can set up the next step to save the generated file in Google Drive or Dropbox depending on your requirement.

Useful resources

Create Pipedrive CRM New Deal Report – Video

In this tutorial and demo, you learned how to generate a PDF report for new Deals in Pipedrive CRM using Zapier and PDF.co integration.

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