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Quickly connect Pipedrive to PDF.co with a Zapier template.

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Transform new Pipedrive CRM deals to PDF using PDF.co
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Pipedrive + PDF.co

Transform new Pipedrive CRM deals to PDF using PDF.co

Pipedrive + PDF.co

How Zapier works

Zapier makes it easy to integrate Pipedrive with PDF.co - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Pipedrive.

Add your action

An action happens after the trigger—such as "Add Barcode to PDF" in PDF.co.

You’re connected!

Zapier seamlessly connects Pipedrive and PDF.co, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Level up your Pipedrive to PDF.co integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Pipedrive and PDF.co to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Enable product
- Tax_method
- Tax_percentage
Action
Write
- Title
  Required
- Creation Date
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Assign To
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Pin note to organization
- Lead
- Pin note to lead
Action
Write
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Person
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- Person
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Person
  Required
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Person
  Required
- Title
  Required
- Project_id
- Description
- Mark as done
- Due Date
- Assignee
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Type
- Activity filter
  Required
- Mark as done
Action
Search
- Field to Search By
- Term to search for
  Required
- Search type
Action
Search
- Search type
Action
Search
- Person
  Required
Action
Search
- Search type
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Title
  Required
- Creation Date
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search type
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Search or write
- Search type
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write
- URL
  Required
- Person
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Type
  Required
- Initial Value
- Size
- Pages (optional)
Action
Write
- URL
  Required
- Initial Value
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Advance Options
Action
Write
- Value
- Type
- Generate Inline URL (optional)
- Advance Options
Action
Write
- Input Format
  Required
- URL
  Required
- Name
  Required
- Worksheet Index (optional)
- Custom Profiles
Action
Write
- PDF.co API Endpoint
  Required
- URL
  Required
- Input JSON (optional)
- Execute Job Check Immediately
Action
Write
- URL
  Required
- Template Id (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Field to Search By
- Custom Profiles
Action
Write
- URL
  Required
- OCR Language for Scanned Documents (optional)
- Name
  Required
- Custom Profiles
Action
Write
- URL
  Required
- Operation Type
  Required
- OCR Language for Scanned Documents (optional)
- Pages (optional)
- Custom Profiles
Action
Write
- Source File URL (optional)
- Text Annotations (fill at least one)
- Image Embeds (fill at least one)
- Field to Search By
- Name
  Required
- Allow Empty Text and Image Objects (optional)
- Auto-trim Input Values (optional)
- Template Data (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Operation Type
  Required
- Owner Password (fill at least one for Remove Security)
- User Password (fill at least one for Remove Security)
- Encryption Algorithm (optional)
- Allow Printing (optional)
- Define Printing Quality (optional)
- Enable Document Assembly (optional)
- Enable Content Copying (optional)
- Enable Content Copying for Accessibility (optional)
- Enable Document Modification (optional)
- Enable Form Field Filling (optional)
- Enable Commenting (optional)
- Name
  Required
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Replacement Text
  Required
- Pages (optional)
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Replacement Limit (optional)
- Custom Profiles
Action
Write
- Source File URL (optional)
- Text to Search and Remove
  Required
- Enable Regular Expressions (optional)
- Pages (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Exclude Pages with Identified Barcodes (optional)
- Name
  Required
- Custom Profiles
Action
Write

- Activity filter
  Required
Trigger
Polling
Try It
- Activity filter
  Required
- Deal status
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- Activity filter
  Required
Trigger
Polling
Try It
- Activity filter
  Required
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Polling
Try It
- Person
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project_id
- Description
- Mark as done
- Due Date
- Assignee
- Parent Task
Action
Write
- Person
  Required
- Title
  Required
- Deal status
- Stage in pipeline
- Assign To
- Organization
- Person
- Value
- Currency
Action
Write
- Person
  Required
- Owner
- Name
  Required
- Address
Action
Write
- Person
  Required
- Title
  Required
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search type
Action
Search
- Person
Action
Search
- Search type
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Term to search for
  Required
- Search type
- Assignee
- Project_id
- Mark as done
Action
Search
- Subject
  Required
- Search Type
- Assign To
- Type
- Activity filter
  Required
- Mark as done
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search type
- Title
  Required
- Creation Date
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search type
- Name
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Name
  Required
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Value
- Type
- Source File URL (optional)
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Pages (optional)
- Custom Profiles
- Advance Options
Action
Write
- URL
  Required
- Image URL
  Required
- X Co-ordinate
  Required
- Y Co-ordinate
  Required
- Width
- Height
- Pages (optional)
Action
Write
- Message
- URL
  Required
Action
Write
- URL
  Required
- Barcode Type to Read (optional)
- Pages (optional)
- Custom Profiles
Action
Write
- Input Format
  Required
- URL
  Required
- Pages (optional)
- Name
  Required
- OCR Language for Scanned Documents (optional)
- Extraction Region (optional)
- Enable Line Grouping (optional)
- Unwrap (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Custom Classification Rules (optional)
- CSV Rules URL (optional)
- Enable Case Sensitive Custom Rules (optional)
- Custom Profiles
Action
Write
- Message
- Sender Email
  Required
- Recipient Email
  Required
- Subject
  Required
- SMTP Server
  Required
- SMTP Server Port
  Required
- SMTP Username
  Required
- SMTP Password
  Required
- CC (optional)
- BCC (optional)
- Email Body (Plain Text) (optional)
- Email Body (HTML) (optional)
- URL
  Required
- Custom Profiles
Action
Write
- Input Type
  Required
- Page Orientation (optional)
- Page Size (optional)
- Custom Page Size (optional)
- Custom Margins (optional)
- Render Page Background (optional)
- Media Type (optional)
- Do not wait until full page load (optional)
- Name
  Required
- Custom Profiles
Action
Write
- URL
  Required
- Automatically Convert Non-PDF Files (optional)
- Name
  Required
- Custom Profiles
Action
Write
- URL
  Required
- Name
  Required
- Custom Profiles
Action
Write
- URL
  Required
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Pages (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Replacement Image URL
  Required
- Pages (optional)
- Enable Regular Expressions (optional)
- Enable Case Sensitive Custom Rules (optional)
- Custom Profiles
Action
Write
- URL
  Required
- Pages (optional)
- Name
  Required
- Custom Profiles
Action
Write
- URL
  Required
- Text to Search and Remove
  Required
- Enable Case Sensitive Custom Rules (optional)
- Enable Regular Expressions (optional)
- Exclude Pages with Identified Barcodes (optional)
- OCR Language for Scanned Documents (optional)
- Name
  Required
- Custom Profiles
Action
Write

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate PDF.co on the Zapier blog

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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About PDF.co

PDF.co is a set of tools for PDF file and data extraction. Get CSV out of pdf, spreadshets, barcodes, invoices. Also can split pdf, merge pdf, convert pdf.

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