Docusign + Pipedrive

Send out DocuSign envelopes using templates for matched activities in Pipedrive

This workflow offers a streamlined process to manage your Pipedrive activities. When a specified activity matches your set filter in Pipedrive, it prompts DocuSign to send an envelope using a selected template. This is an efficient solution in ensuring seamless document management, saving you time and enhancing productivity in your business dealings.

This workflow offers a streamlined process to manage your Pipedrive activities. When a specified activity matches your set filter in Pipedrive, it prompts DocuSign to send an envelope using a selected template. This is an efficient solution in ensuring seamless document management, saving you time and enhancing productivity in your business dealings.

  1. When this happens...
    PipedrivePipedrive
    Activity Matching Filter

    Triggers when an activity newly matches a Pipedrive filter for the first time.

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

    Sends a envelope signature request using a template.

    ActionWrite
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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

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  • Signatures

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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.
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  • CRM (Customer Relationship Management)

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