Printing directly from pipedrive

Dunja Šegrt
Dunja Šegrt Member Posts: 5
Photogenic First Anniversary
edited July 2022 in Sales CRM #1

Hello everyone! :) 

I am looking for a way to connect specific printer directly to pipedrive contact. 

The idea is, when we are sending regular mail, we could choose fields to print them on the envelope, or to print them on a label which we could paste on the envelope. 

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 847
    5 Likes First Anniversary First Answer Combo Breaker
    edited December 2021 #2

    You need to first generate the document, then send it.


    You can try using Pipedrive Documents or PandaDoc to generate the document. 

  • Rick Clark_67581
    Rick Clark_67581 Member Posts: 1
    edited January 2022 #3

    Any other thoughts on this anyone? We have set up a Zapier integration that fires a postcard off from Stannp, when a field in changed in PD, but Dunja's idea is also needed where we are to send physical printed literature from our offices here.