Docusign + Pipedrive

Create signature requests in DocuSign for new activity matching filters in Pipedrive

Save time and keep your contracts organized by automating the signature request process. With this workflow, whenever a specific activity occurs in Pipedrive, a signature request will be created in DocuSign. This way, you can ensure you never miss a crucial signature while streamlining your document management.

Save time and keep your contracts organized by automating the signature request process. With this workflow, whenever a specific activity occurs in Pipedrive, a signature request will be created in DocuSign. This way, you can ensure you never miss a crucial signature while streamlining your document management.

  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.
Learn more

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  • CRM (Customer Relationship Management)

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