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Pipedrive + Eledo

Create custom PDF quotes with Eledo from newly updated deal stages in Pipedrive

No one wants to type the same data twice, once into Pipedrive and then into a document. Create personalized PDF quotes with Eledo from your Pipedrive deals in new stages in two easy steps. Prepare your document template in Eledo, automate creation with Zapier, and enjoy your PDFs landing into your Pipedrive deal as an attachment.

No one wants to type the same data twice, once into Pipedrive and then into a document. Create personalized PDF quotes with Eledo from your Pipedrive deals in new stages in two easy steps. Prepare your document template in Eledo, automate creation with Zapier, and enjoy your PDFs landing into your Pipedrive deal as an attachment.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this...
    EledoEledo
    Create PDF Document

    Creates new PDF document from template.

    ActionWrite
  3. then do this!
    PipedrivePipedrive
    Attach File

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It

    • Filter IdRequired

    Trigger
    Scheduled
    Try It

    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It

    • FilterRequired

    Trigger
    Scheduled
    Try It
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pipedrive logo

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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Related categories

  • CRM (Customer Relationship Management)

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eledo logo

About Eledo

Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.
Help

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