About Pipedrive

Pipedrive is the first CRM platform made for salespeople, by salespeople. It lets you easily find all the information you need before a meeting or call. The software is also packed with automations, integrations and innovations. Their philosophy is simple – everything is built around activity-based selling. They believe that in sales (and in life) you can’t control results, but you can control the actions that drive deals towards completion.

Step by step guide:

1. In this tutorial we will show you how to fill out a PDF form with Pipedrive data using PDF.co and Zapier. We will use this PDF form with editable text fields and fill them out with the Deal Name and Contact Person from the CRM.

You can also simply add text, images and links to existing PDF by coordinates! Check this and this tutorials.

If you still need to fill in text into Fillable Fields in PDF Forms, please continue below.

PDF Form With Editable Text Fields
Screenshot of PDF Form with Editable Text Fields

2. Once you are done setting up the CRM Trigger step, we need to set up the PDF.co action step. Kindly select PDF.co as the App and PDF Filler as the Action Event.

PDF Filler in PDF.co Action Step

3. Let’s configure the PDF Filler to fill the text fields with the data from the CRM.

  • In the Source PDF field, enter the URL for the PDF form.
  • In the Fillable Fields field, enter the page number, the text field name, and the value.

Source PDF Field In PDF Filler

Fillable Fields Filled With CRM Data

NOTE: PDF.co has a built-in File Storage. To see how it works check out the tutorial here.

4. We are now ready to call PDF.co to Test & Review our data.

Send PDF Filler Data To PDF.co

5. Our test was successful. We can now copy the generated URL and paste it in a browser to see the result.

Edited PDF Form URL Generated By PDF.co

6. Great! We have successfully filled out the PDF form with the Pipedrive New Deal data.

In this tutorial we learned how to generated a PDF file from Pipedrive data using PDF file and PDF.co.

PDF Form Filled With CRM Data Output
Screenshot of Filled Out PDF Form

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

Related Pages: