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

Han Li
Han Li Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

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 :)

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  • Jeff Farrick
    Jeff Farrick Member Posts: 53 VERIFIED MEMBER
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited June 2022 #2

    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

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