Is it possible to have Details fields in Pipedrive automatically populate?

Han Li

e.g if a client fills out a document on PandaDocs that has custom fields, Pipedrive can read these custom fields and populate the Details field of a deal.

I know there is integration for the other way around (e.g Pipedrive details being used to populate a PandaDoc).

Thanks in advance

Jeff Farrick

Yes, you can:

A- Get the PipeDrive lead booster add-on and start making your PandaDoc forms on PipeDrive instead

B- Use Zapier/Automate.io to bridge the gap between the two programs. I use Zapier extensively, and I think you'll find it suits your needs well. 

 

I ALSO use Pipedrive forms for native data management