Docusign + Pipedrive

Create DocuSign signature requests for updated Pipedrive deal stages

Effortlessly move deals forward in Pipedrive by using this powerful workflow to streamline document signing with DocuSign. When a deal stage is updated in Pipedrive, a signature request is instantly created in DocuSign. This automation saves time, reduces manual work, and ensures important documents are promptly signed to keep deals progressing efficiently.

Effortlessly move deals forward in Pipedrive by using this powerful workflow to streamline document signing with DocuSign. When a deal stage is updated in Pipedrive, a signature request is instantly created in DocuSign. This automation saves time, reduces manual work, and ensures important documents are promptly signed to keep deals progressing efficiently.

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

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

Similar apps

Dropbox Sign integrationsDropbox Sign integrations

Dropbox Sign

Signatures
SignNow integrationsSignNow integrations

SignNow

Signatures
RightSignature integrationsRightSignature integrations

RightSignature

Signatures
pipedrive logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations

Agile CRM

CRM (Customer Relationship Management)