Docusign + Pipedrive

Create Docusign signature requests when deal stages are updated in Pipedrive

Save time on paperwork and ensure a swift deal process with this workflow. Once a deal stage is updated in Pipedrive, it initiates the creation of a signature request in Docusign. This automation guarantees a seamless transition between the two platforms, reducing manual workload while enhancing productivity.

Save time on paperwork and ensure a swift deal process with this workflow. Once a deal stage is updated in Pipedrive, it initiates the creation of a signature request in Docusign. This automation guarantees a seamless transition between the two platforms, reducing manual workload while enhancing productivity.

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

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Create Draft Signature Request

    Creates a draft signature request.

    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

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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