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Docusign + Pipedrive

"send envelopes using template in DocuSign for updated deal stages in Pipedrive"

Keep your business deals efficient and paperless by integrating Pipedrive and DocuSign. When a deal stage is updated in Pipedrive, this workflow sends an envelope using a template in DocuSign. This process enables faster signing of documents and prevents any delays in closing business deals. Easy deal progression tracking, together with seamless document signing, makes this a smart choice for deal management.

Keep your business deals efficient and paperless by integrating Pipedrive and DocuSign. When a deal stage is updated in Pipedrive, this workflow sends an envelope using a template in DocuSign. This process enables faster signing of documents and prevents any delays in closing business deals. Easy deal progression tracking, together with seamless document signing, makes this a smart choice for deal management.

  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
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
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    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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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.