Docusign + Pipedrive

Create signature requests in DocuSign for new Pipedrive activities

Save time and streamline your workflow by automating the signature request process whenever there's a new activity in Pipedrive. This integration will automatically create a signature request in DocuSign, ensuring you promptly collect required signatures and keep your deals moving forward. Stay organized and efficient with this seamless connection between Pipedrive and DocuSign.

Save time and streamline your workflow by automating the signature request process whenever there's a new activity in Pipedrive. This integration will automatically create a signature request in DocuSign, ensuring you promptly collect required signatures and keep your deals moving forward. Stay organized and efficient with this seamless connection between Pipedrive and DocuSign.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Document

    Sends an envelope signature request using a document.

    ActionWrite
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Supported triggers and actions

  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

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

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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