1. Click on "Settings"
2. Click on Integrations
3. Click on "Pipedrive"
1. Click on "Install"
2. Click on "Allow and Install"
3. Click on "Documents"
4. Click on "PDF Templates"
5. Click on options icon to access additional options.
6. Click on "Edit Fields"
7. Click on "Variables"
8. Click on "Pipedrive.Deal.ContactPerson.Id"
9. Drag highlighted text
10. Click on "Save"
11. Click on "Select Deal"
12. Click on "Real estate deal" option.
13. Click on Link
14. Variables data is fetched
Managing Real Estate Transactions with Pipedrive Integration
1. Click on options icon to access additional options.
2. Click on "Create Document"
3. Click on "Send For Signatures"
4. The real estate deal's details are acquired and saved within the assigned variable.