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  • SignRequest logoSignRequest logo

Pipedrive + SignRequest

Send SignRequests in response to updated deal stages in Pipedrive

Streamline your sales process with this efficient workflow. When a deal's stage is updated in Pipedrive, the corresponding document is immediately sent via SignRequest. This automated process not only frees up valuable time but keeps your sales momentum steady. Enjoy fewer manual tasks, quicker deal closures, and consistent pace with this integrated system.

Streamline your sales process with this efficient workflow. When a deal's stage is updated in Pipedrive, the corresponding document is immediately sent via SignRequest. This automated process not only frees up valuable time but keeps your sales momentum steady. Enjoy fewer manual tasks, quicker deal closures, and consistent pace with this integrated system.

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

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    SignRequestSignRequest
    Send SignRequest

    Creates and sends a new SignRequest.

    ActionWrite
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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
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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.
signrequest logo
signrequest logo

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

Related categories

Triggers & Actions