How to import Pipedrive data into Scrive contract templates

To auto populate your contracts with CRM data, you need to initiate the signing process from either a Pipedrive template or Scrive template.

To import Pipedrive data into a Scrive contract template, you need to add a custom field for each type of Pipedrive data you want to import. For general steps on how to create Scrive templates, see these support articles. 

Once you have created a Scrive document template, go to the Fields tab to set up the field mapping as follows:

1. Add a text field to your document.
2. Set the Party to be the sender of the document.
3. From the menu of field types, select New field.
4. Enter the new field name using one of the Pipedrive fields from the list below. You can also add custom Pipedrive fields. In either case, the field in the Scrive template must have the exact spelling, capitalisation and syntax as the Pipedrive field.