Skip to content
  • Docusign logoDocusign logo
  • Pipedrive logoPipedrive logo

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
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • 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.

Related categories

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.
Triggers & Actions