Introduction
Integrating Pipedrive with BoloSign streamlines your document management and enhances your workflow, especially for real estate transactions. This guide will walk you through setting up the Pipedrive integration and using it to manage your documents effectively.
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.
FAQs
How do I integrate Pipedrive with BoloSign?
Ans. Navigate to Settings, click on Integrations, select Pipedrive, and follow the prompts to install and authorize the integration.Can I map Pipedrive variables to my PDF templates?
Ans. Yes, you can map variables from Pipedrive to your PDF templates by selecting and dragging the variables to the appropriate fields.How do I ensure the variables are correctly mapped?
Ans. After mapping the variables, save your changes and verify by viewing the mapped variables in the document.Can I select specific deals from Pipedrive to map variables?
Ans. Yes, you can select and link specific deals from Pipedrive to your document to map variables accurately.What happens if a deal in Pipedrive changes?
Ans. If a deal in Pipedrive changes, you may need to update the mappings in BoloSign to reflect the new data.Is there a limit to the number of variables I can map from Pipedrive?
Ans. There is no specified limit, but ensure your document remains organized and readable with the mapped variables.
Conclusion
Integrating Pipedrive with BoloSign enhances your document management capabilities, especially for real estate transactions, by allowing you to leverage customer and deal data directly within your PDF templates. By following these steps, you can set up the integration, map variables, and manage documents seamlessly. BoloSign’s intuitive interface makes it easy to streamline your workflow and ensure that all necessary data is correctly integrated into your documents.