Pipedrive to QuoteCloud field map
Every field the Zaps on this site pass, grouped by Zap: which way it travels, where it lands and a sample value from the fictional businesses in the examples.
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- Building QuoteCloud since 2013
QuoteCloud and Pipedrive exchange only the fields your Zaps map, through QuoteCloud's Zapier app on Essentials and up. Deal details such as the ID, title, owner and custom fields go into the document's data items; document events come back to Pipedrive as notes, activities, a won or lost status and the attached signed PDF.
Last reviewed by the QuoteCloud team
Tallowwood Solar & Storage's draft proposal TS-2668, showing the data items a Zap filled from the Pipedrive deal: prepared for Kofi and Dana Mensah, Pipedrive deal ID 2051, site address 7 Wattle Crescent and consultant Nate Carrow.
Which Pipedrive fields go where?
Arrows point the way the value travels. Each group is one Zap on this site.
| Pipedrive: Pipedrive field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Zap · Updated Deal Stage → Create Document | |||||
| Title | Pipedrive to QuoteCloud | Document title | Document field | Mensah · Solar & battery, 7 Wattle Crescent |
The value Find Deals searches on later. |
| ID | Pipedrive to QuoteCloud | Pipedrive deal ID | Data item | 2051 |
Get Deal finds the deal by it, if your trigger's test data shows it. |
| Site address (custom deal field) | Pipedrive to QuoteCloud | Site address | Data item | 7 Wattle Crescent |
|
| Owner name | Pipedrive to QuoteCloud | Consultant | Data item | Nate Carrow |
|
| Email, name (Get Person) | Pipedrive to QuoteCloud | Contact (Find or Create Contact) | Contact field | kofi.mensah@example.com |
|
| Zaps · Recipient First Viewed Document / Recipient Signed Document | |||||
| Title (Find Deals) | QuoteCloud to Pipedrive | Document title | Search value | Bellbrook Foods · CFO search |
|
| Note content (Create Note) | QuoteCloud to Pipedrive | Recipient, time, reference | Note | AL-ES-0412 signed by Andrew Lim |
|
| Activity Subject, Activity Owner (Create Activity) | QuoteCloud to Pipedrive | Fixed text, the deal's owner | Activity | Follow up Sarah Quinn · Claudia Moreno |
|
| Zap · Document Signing Complete → Update Deal, Attach File | |||||
| Status | QuoteCloud to Pipedrive | A fixed value | Deal field | Won |
|
| File, File Name (Attach File) | QuoteCloud to Pipedrive | PDF link (Generate or Fetch Document PDF Link), reference | Deal field | HC-5108 signed.pdf |
Same Zap: the link is short-lived. |
| Zaps · New Person ↔ New Contact Created | |||||
| Pipedrive to QuoteCloud | Email (Find or Create Contact) | Contact field | owen.mercer@example.com |
The match key both ways. | |
| Organization name (Find or Create Organization) | QuoteCloud to Pipedrive | Company | Organization field | Kiteline Software |
|
| Email Addresses, Person Name (Find or Create Person) | QuoteCloud to Pipedrive | Email, name | Person field | priya.natarajan@example.com |
|
| Zaps · Document Expired / Document Lost | |||||
| Activity: subject, owner, deal, due date | QuoteCloud to Pipedrive | Reference, the deal's owner, a date you set | Activity | Call Imran Saleh: PF-3172 expired |
|
| Status, note | QuoteCloud to Pipedrive | Fixed values and the reference | Deal field | Lost · PF-3169: keeping their in-house cleaner |
|
All values are sample data from fictional businesses. Field names on your Zap's test data may differ slightly. A Make scenario maps the same fields.
The one field every return Zap needs
A Zap that starts in QuoteCloud has to find its deal in Pipedrive. When a Zap creates the document, give it the deal's title as its title and put the deal's ID in a data item.
Find Deals then searches on the title, and Get Deal finds the deal by its ID when your trigger's test data shows the data item. Check the test data before you rely on either.
Where the deal's details come fromData items filled by the Zap
Prepared for- Kofi & Dana MensahFrom Pipedrive · Person name
Pipedrive deal ID- 2051From Pipedrive · ID
Site address- 7 Wattle CrescentFrom Pipedrive · Site address
Consultant- Nate CarrowFrom Pipedrive · Owner name
Field types to watch
Dates
Pipedrive date fields want a date; check the signed date's format in the test data before mapping it.
Money
Deal Value wants a number without a currency sign. Decide whether the deal's value is before or after tax.
Single options
A single-option field only takes its own options: use the same wording in the fixed value.
Owners
Pipedrive stores owners as users. Map the owner from Find Deals, or choose a person in the step.
Map your own fields
QuoteCloud's Zapier app and custom data items are on the Essentials plan and up. Start a free 14-day trial and map a test deal.
Field map questions
Which Pipedrive details can fill a QuoteCloud document?
Whichever deal fields your Zap maps. Pipedrive's Updated Deal Stage trigger carries the deal's ID, title, owner and custom fields, and Get Person adds the person's name and email. QuoteCloud's Create Document puts them into the template's data items and adds the person as the recipient.
What are data items in QuoteCloud?
Data items are named fields in a QuoteCloud template, such as Site address or Pipedrive deal ID, that fill the same value wherever they appear. QuoteCloud's Create Document can fill them from a Zap. Custom data items are on the Essentials plan and up.
Can a Zap fill the price table from the deal's products?
Not the whole product list. Create Document can add price-table rows from values you map, with a label, note, price, quantity, term, tax and discount, but Pipedrive's Find Deal Products finds one product at a time. A Zap never ticks optional items or chooses content blocks either.
Which fields travel back to Pipedrive?
Whatever QuoteCloud's triggers carry and you map: who viewed or signed and when, the document's title and reference, and the signed PDF from Generate or Fetch Document PDF Link. They land as notes, activities, a won or lost status or an attached file on the deal.
More on QuoteCloud and Pipedrive
Six use cases with the exact Zapier steps, then how to connect, test and what it costs.
- Create quotes from Pipedrive dealsA Zap drafts the quote from your template when a Pipedrive deal reaches a stage, with the deal's details in data items.
- See quote activity on the Pipedrive dealFirst views and signatures become notes on the Pipedrive deal, with a follow-up activity for the deal owner.
- Mark the Pipedrive deal won on signatureA Zap sets the Pipedrive deal's status to won the moment every signer has signed.
- File the signed PDF on the Pipedrive dealWhen every signer has signed, a Zap attaches the signed PDF to the Pipedrive deal in the same run.
- Keep Pipedrive persons and organizations matchedNew Pipedrive persons found or created in QuoteCloud, and new QuoteCloud contacts created in Pipedrive.
- Follow up expired and lost quotesAn expired quote becomes an activity for the deal owner; a lost one marks the deal lost, with a note.
- Connect Pipedrive to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and Pipedrive in Zapier, build the first Zap and test it.
- Test and troubleshoot the Pipedrive ZapsTest with a sample deal, then fix the usual problems: no deal found, blank data items, expired PDF links.
- What QuoteCloud with Pipedrive can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Pipedrive connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and Pipedrive.
Typed once, in Pipedrive.
Start a free 14-day trial, add data items to your template and map your first Pipedrive deal with a Zap.