Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.PDF4me Integrations
It's easy to connect Pipedrive + PDF4me without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing organization.
Updates an existing person.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
If you are running a business, there is no doubt that you will need to have a CRM system. However, for some businesses, the use of a CRM system is not enough. In fact, for some companies, they need to be able to produce documents as well. If you own a business and are finding it hard to keep track of the sales and customer information, one of the best things you can do is to integrate Pipedrive and PDF4me. The integration of these two systems will allow you to have all of your customer information and sales data in one place. You can also produce any kind of document or file from your computer with the help of PDF4me. With this kind of system in place, you will be able to have a better view of your sales and customer information.
The integration of Pipedrive and PDF4me is very easy. As long as you have both of these systems on your computer, all you need to do is to connect them so that they can work together. The process of connecting PDF4me to Pipedrive invpves just a few steps. First, you need to open PDF4me. After it has opened, you then need to click on tops and then click on import. This will open up a window where you can select the type of file that you want to import into PDF4me. Once you have selected a file, it will then be sent over to PDF4me automatically. After the file has been sent over to PDF4me, you will then see it appear in your list. Here, you can now set up the title, author, body, and footer sections for your document. Once you have done this, you can then start typing your content right away. As soon as you have finished typing each sentence and paragraph, all you need to do is click on the save button and it will be saved in the program immediately.
Integrating Pipedrive and PDF4me can be very beneficial for any kind of business. For instance, if you are selling products online, integrating these two systems will allow you to make reports on the number of orders and items spd for each product quickly. You can also make invoices that include all of your customer information and send them out immediately. If your company is not using Pipedrive or PDF4me yet, perhaps now is the time for you to implement them into your business.
The process to integrate Pipedrive and PDF4me may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.