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How to use Pipedrive integration
How to use Pipedrive integration
Chirag Gupta avatar
Written by Chirag Gupta
Updated over a week ago

1. Click on "Settings"

Step 1 screenshot

2. Click on Integrations

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3. Click on "Pipedrive"

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1. Click on "Install"

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2. Click on "Allow and Install"

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3. Click on "Documents"

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4. Click on "PDF Templates"

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5. Click on options icon to access additional options.

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6. Click on "Edit Fields"

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7. Click on "Variables"

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8. Click on "Pipedrive.Deal.ContactPerson.Id"

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9. Drag highlighted text

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10. Click on "Save"

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11. Click on "Select Deal"

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12. Click on "Real estate deal" option.

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13. Click on Link

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14. Variables data is fetched

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Managing Real Estate Transactions with Pipedrive Integration

1. Click on options icon to access additional options.

Step 1 screenshot

2. Click on "Create Document"

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3. Click on "Send For Signatures"

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4. The real estate deal's details are acquired and saved within the assigned variable.

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