Pre-fill from Pipedrive Records
Reduce manual data entry while improving data accuracy and consistency. Automatically populate fields in your documents with information from your CRM using the Pre-fill from Pipedrive records Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data from specified Pipedrive records based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating agreements, invoices, approval statements, and reports pre-populated with Pipedrive information.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Templates
- Used in 51 Workspaces
- Installed 352 times in the last 30 days
- 96% success rate
Get your automated workflows up and running in minutes with the Pre-fill from Pipedrive Records. No coding required.
Map Pipedrive entity fields to document fields
Configure Bot settings
First, connect to your Pipedrive account. Once connected, select a field in the Entity to pre-fill from and a document field that will be pre-filled with Pipedrive data. Then, set the search conditions to enable the Bot to locate the corresponding record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to act when all or some of them are executed
Add conditions for when the Bot will act
Define what will trigger the Bot to act. Triggers can be a specific date, document data, user roles, an email, or a name. E.g., select document fields and tell the Bot to pre-fill a document once these fields have been filled out.
Get your document pre-filled with data from Pipedrive records
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the mapped fields will be pre-populated with data from Pipedrive records.
Try pre-built workflows to experience the Pre-fill from Pipedrive Records in action
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Install the Pre-fill from Pipedrive Records to automate your document workflows
Speed up repetitious activities without having to write code
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