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  • Pipedrive logoPipedrive logo

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.

    TriggerPolling
  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

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    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.

Related categories

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.