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  • Pipedrive logoPipedrive logo

Docusign + Pipedrive

Create new Pipedrive people when DocuSign envelopes are sent or completed

Easily keep your Pipedrive contacts up-to-date when a DocuSign envelope is sent or completed with this seamless workflow. Once set up, whenever an envelope is sent or completed in DocuSign, a new person will be created in Pipedrive, ensuring your contact list stays current and organized. Streamline your sales process and stay on top of documentation with this efficient automation.

Easily keep your Pipedrive contacts up-to-date when a DocuSign envelope is sent or completed with this seamless workflow. Once set up, whenever an envelope is sent or completed in DocuSign, a new person will be created in Pipedrive, ensuring your contact list stays current and organized. Streamline your sales process and stay on top of documentation with this efficient automation.

  1. When this happens...
    DocusignDocusign
    Envelope Sent

    Triggers when an envelope is sent.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

  • Docusign triggers, actions, and search

    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to MonitorRequired

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

    Envelope Corrected

    Triggers when an envelope is corrected.

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

    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

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

    Envelope Completed

    Triggers when an envelope is completed.

    Trigger
    Instant
    Try It
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docusign logo

About Docusign

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

Related categories

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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.