How to pre-fill roles using CRM tokens?

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Karlo Meniano

• June 02, 2021 21:46

Hi,

How do I pre-fill roles in PandaDoc with PipeDrive tokens?

In PipeDrive, we have the customer email. What I'm aim to do is when I click "Create Document", PandaDoc captures the customer email and pre-fills the customer role with the email from PipeDrive.

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• Official comment

  

  Rocky

  • June 04, 2021 12:22
  • Edited

   

  Hi Karlo,

  To pull over contact information from Pipedrive you would use the Role-Based Variables. Below I have a template with the Role of 'Contact', so I have added those available variables to the template:

  

  In Pipedrive, make sure there is a contact associated with the Deal and you will be able to pull over any of the basic field information (First/Last Name, Email, Company, Phone, etc.)

  

  When the document is created the variables should be populated without issue:

  

  Additionally, you can use the Person variables to pull over additional or custom field information. Click the three dots at the top right and select 'View Tokens'. Once the page loads click on 'Person' and highlight the variable from bracket to bracket and copy, then paste it in the Template. 

  

  For more information on the Pipedrive integration click here. 

  *Unfortunately, unlike our Salesforce Integration, there is no way to pre-assign the Role based on the contact

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• 

  Karlo Meniano

  • June 04, 2021 09:27

  Thank you!

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• 

  Kendra Graber

  • April 23, 2024 22:45

  *Unfortunately, unlike our Salesforce Integration, there is no way to pre-assign the Role based on the contact

   

  has there been any change to the integration in the last 3 years to support a way to pre-assign the "signer" role with a data variable in Pipedrive?

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