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Pre-fill from Pipedrive Records

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Pre-fill from Pipedrive Records

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.

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

4.3 out of 5

(41 votes)

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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.

View the Bots log or use tags to check if the Bot ran successfully

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.

Learn more

Sales Quotation

The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.

Learn more

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.

Learn more

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.

Learn more

Other Bots often used with the Pre-fill from Pipedrive Records

Create Pipedrive Records Bot

Update Pipedrive Records

Export to Pipedrive Bot

Rename Attachment

Pre-fill from another workflow

Remind Recipients to Complete Documents Bot

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.