Skip to content
DocSend logoDocSend logo
Pipedrive logoPipedrive logo
DocSend logoDocSend logo
Pipedrive logoPipedrive logo

DocSend + Pipedrive

DocSend + Pipedrive

DocSend + Pipedrive integrations

Create Pipedrive activities for new DocSend visits

Effortlessly track client interactions with this seamless workflow between DocSend and Pipedrive. When a new visit occurs in DocSend, a corresponding activity is created in Pipedrive, ensuring your pipeline remains up-to-date with the latest engagement data. Save time and boost efficiency in managing your sales process with this powerful automation.

  1. When this happens...
    New Visit
    New Visit
    New VisitTriggers when you get a new visit.
  2. automatically do this!
    Create Activity
    Create Activity
    Create ActivityCreates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with DocSend and Pipedrive

Discover other triggers and actions you can use with DocSend and Pipedrive

  • DocSend triggers, actions, and search
    New Link Created

    This trigger fires when you create a new link in DocSend.

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search
    New Space Created

    This trigger fires when you create a new Space in DocSend.

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search
    New Space Visit

    Triggers when you get a new visit to a Space.

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search
    Visitor Engagement Summary

    Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search
    New Signed Document

    Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search
    New Space Download

    Triggers when you get a new download event in Spaces.

    Trigger
    Instant
    Try It
    • Document
    • 100% Completion
    Trigger
    Instant
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
docsend logo
About DocSend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
Related categories
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.
Related categories
Similar apps
Zoho CRM integrationsZoho CRM integrations
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations
Agile CRM
CRM (Customer Relationship Management)

Related Zap Templates

  • Create new Pipedrive deals for new DocSend visits

 

    Â