Dropbox Sign + Pipeline CRM
Send Dropbox Sign templates for changed deal statuses on Pipeline CRM
If all that's left is to sign on the dotted line, don't slow down the celebration with missing paperwork. Make sure everything is ready the minute things change by activating this Pipeline CRM Dropbox Sign integration. From the moment it's turned on, it will trigger for a Pipeline CRM status change according to your settings, automatically adding that data to a Dropbox Sign template that will be sent out for signing.
If all that's left is to sign on the dotted line, don't slow down the celebration with missing paperwork. Make sure everything is ready the minute things change by activating this Pipeline CRM Dropbox Sign integration. From the moment it's turned on, it will trigger for a Pipeline CRM status change according to your settings, automatically adding that data to a Dropbox Sign template that will be sent out for signing.
- When this happens...Deal Status Changed
Triggers when a deal in your PipelineDeals account is updated from one status to another.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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