The URL is temporary and will expire in an hour. You can add another Zapier step to store the generated PDF to storage services like Google Drive or Dropbox.
How to Take Fields from CRM and Fill PDF Report using PDF.co
5 Minutes Read
CRM stands for Customer Relationship Management. It’s software that manages customer interaction and was mainly designed for Sales, Marketing, and Service. It has morphed into a technology that you can use to manage relationships between team members, collaborators, partners, customers, and vendors.
In this tutorial we will show you how to take fields from your CRM and add them to your PDF file using PDF.co and Zapier.
Every time a New Deal is created in the CRM we want that data to be added to a PDF document. In this scenario, we will use the New Deal as the Trigger. You can use the other Trigger options depending on your requirement.
Step 1: Configure the Pipedrive Trigger
- Sign in to Zapier and create a new Zap.
- Select Pipedrive as the trigger app.
- Choose New Deal as the Trigger Event. This instant trigger starts the Zap whenever a deal is created in Pipedrive.
- Connect and authorize your Pipedrive account.
- Complete any account or trigger options displayed by Zapier.
- Click Test trigger to retrieve a recent deal from Pipedrive.
Review the test record and confirm that it contains the fields you want to include in the PDF, such as the deal title, value, currency, organization, contact person, owner, status, and expected close date.
If Zapier cannot find a test record, create a sample deal in Pipedrive and test the trigger again. The retrieved deal data will become available for mapping in the PDF.co action.
Step 2: Add the PDF.co Action
Add an action after the Pipedrive trigger. Select PDF.co as the app and Anything to PDF as the Action Event.
When configuring the PDF template, map fields from the tested Pipedrive deal into the appropriate locations in the HTML.
Step 3: Configure the Anything to PDF Converter with the Pipedrive Data
Let’s configure the Anything To PDF Converter with the Pipedrive New Deal data and add it to our PDF. We will use an HTML Code to design our PDF template for this New Deal Summary.
- In the Input Type field, select Raw HTML Code.
- In the Input field, enter the HTML Code with its corresponding Pipedrive fields.
- In the Name field, enter your desired output name. In our case, we will use the New Deal title as our PDF file name.
Step 4: Test the PDF.co Action
We are now ready to test the data that we entered in the previous step and send it to PDF.co for Test & Review.
Step 5: Review and Save the PDF
PDF.co processed our request and generated a PDF URL. Kindly copy the URL and paste it on your browser to see the output.
Excellent! We have successfully taken the fields from the Pipedrive CRM and added them to a PDF document.
You can set up the next step to save the generated file in Google Drive or Dropbox depending on your requirement.
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