• DocuSign logoDocuSign logo
  • Pipedrive logoPipedrive logo

DocuSign + Pipedrive

Update deals in Pipedrive when envelopes are signed in DocuSign

Closing a deal is fun in theory, but boring in execution. Use Zapier to automate the tedious work and update deals in Pipedrive whenever envelopes are signed in DocuSign. Put the fun back into closed deals!

Closing a deal is fun in theory, but boring in execution. Use Zapier to automate the tedious work and update deals in Pipedrive whenever envelopes are signed in DocuSign. Put the fun back into closed deals!

  1. 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.

    TriggerScheduled
  2. automatically do this...
    PipedrivePipedrive
    Find Deal

    Finds a deal by name.

    ActionSearch
  3. then do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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About DocuSign

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

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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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