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DocuSign + Pipedrive Integrations

How to connect DocuSign + Pipedrive

Zapier lets you send info between DocuSign and Pipedrive automatically—no code required.

When this happens...
DocuSignDocuSign
Envelope Sent or Completed

Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

automatically do this!
PipedrivePipedrive
Add Follower

Adds a follower to a deal, organization, person or product.

Supported triggers and actions

What does this mean?

How DocuSign + Pipedrive Integrations Work

  1. Step 1: Authenticate DocuSign + Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Pipedrive Tutorials

About DocuSign

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

Related categories

  • Signatures

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pipedrive logo
pipedrive logo
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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.

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