Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from Pipedrive Records does
The Bot transfers data from specified Pipedrive records based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from Pipedrive Records
Install and configure the Bot to automate the process of creating agreements, invoices, approval statements, and reports pre-populated with Pipedrive information.
Export Custom Values to Pre-fill from Pipedrive Records
Get your automated workflows up and running in minutes. No coding required.
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 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

Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
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Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
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Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
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Vacation Request Form Template
The Vacation Request Form Template Flow is used by HR departments to automate the process of collecting data from employees and organizing it for easy access within the company.
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Other Bots often used with the Pre-fill from Pipedrive Records
Speed up repetitious activities without having to write code
Employ Pre-fill from Pipedrive Records Bot
Start creating a new Flow and import samples or generate documents right on the platform to enable the Bots option. Find a needed Bot from the list.
Configure it
Open up the Bot adjustment. Complete all of the required fields to personalize general and advanced options. Don’t forget about indicating activation circumstances in order to avoid false activations (you can include a couple of circumstances).
Figure out the way it works
Implement the workflow and explore the results. Ensure that the software robots operate properly. If something goes wrong, look into the Bots log to fix the mistakes and execute your Flow again.