Docusign + Pipedrive

Track updated DocuSign envelopes by creating activities in Pipedrive

Simplify your document management process through this seamless integration. Whenever there's a status update in your DocuSign envelopes, this workflow springs into action and creates an activity in Pipedrive, keeping your sales teams in the loop. This helps ensure timely follow-ups and reduces manual data entry. Harness the power of automation to streamline your sales process and improve productivity.

Simplify your document management process through this seamless integration. Whenever there's a status update in your DocuSign envelopes, this workflow springs into action and creates an activity in Pipedrive, keeping your sales teams in the loop. This helps ensure timely follow-ups and reduces manual data entry. Harness the power of automation to streamline your sales process and improve productivity.

  1. When this happens...
    DocusignDocusign
    Envelope Created

    Triggers when an envelope is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity.

    ActionWrite
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Supported triggers and actions

  • 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
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

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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