BoldSign + Pipedrive

Update Pipedrive deals with newly-completed BoldSign documents

Managing your sales pipeline just got easier. This integration automatically updates your Pipedrive deal when a BoldSign document is completed. No more manual data entry or duplicate work! This integration ensures that your sales process stays efficient and organized.

Managing your sales pipeline just got easier. This integration automatically updates your Pipedrive deal when a BoldSign document is completed. No more manual data entry or duplicate work! This integration ensures that your sales process stays efficient and organized.

  1. When this happens...
    BoldSignBoldSign
    Document Completed

    Triggers when the document has been completed by all the signers.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

    • Admin Mode

    Trigger
    Instant
    Try It
    • Choose TemplateRequired

    • Sandbox ModeRequired

    Action
    Write
boldsign logo
boldsign logo

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
Learn more

Related categories

  • Signatures
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

Related categories

  • CRM (Customer Relationship Management)

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