eSign Genie + Pipedrive Integrations
How to connect eSign Genie + Pipedrive
Zapier lets you send info between eSign Genie and Pipedrive automatically—no code required.
Popular eSign Genie + Pipedrive workflows
Create folders from templates in eSign Genie from new Pipedrive contacts
Create folders from templates in eSign Genie from new Pipedrive contactsUpdate Pipedrive CRM deals when a document folders are executed in eSign Genie
Update Pipedrive CRM deals when a document folders are executed in eSign GenieCreate folders for templates in eSign Genie and update new Pipedrive deals
Create folders for templates in eSign Genie and update new Pipedrive dealsCreate folders from templates in eSign Genie for new CRM deals in Pipedrive
Create folders from templates in eSign Genie for new CRM deals in PipedriveSend eSign Genie documents for new deal matching filters in Pipedrive
Send eSign Genie documents for new deal matching filters in PipedriveCreate folders from eSign Genie templates for new Pipedrive leads
Create folders from eSign Genie templates for new Pipedrive leadsFind and update Pipedrive deals for new sent documents in eSign Genie
Find and update Pipedrive deals for new sent documents in eSign GenieUpdate deals in Pipedrive for newly-cancelled documents in eSign Genie
Update deals in Pipedrive for newly-cancelled documents in eSign Genie
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Do Even More with eSign Genie + Pipedrive
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their eSign Genie + Pipedrive workflows do more for them.
Zapier users love adding Looping by Zapier to their workflows
Create persons in Pipedrive from newlly-executed eSign Genie documents
Create persons in Pipedrive from newlly-executed eSign Genie documentsPremiumZapier users love adding Looping by Zapier to their workflows
Create people in Pipedrive for newly sent eSign Genie documents
Create people in Pipedrive for newly sent eSign Genie documentsPremium
Document CancelledTriggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.Trigger- Document DeletedTriggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.Trigger
- Document ExecutedTriggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.Trigger
- Document SentTriggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.Trigger
- Document SignedTriggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.Trigger
- Document ViewedTriggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.Trigger
- Create Folder From TemplateCreate a Folder from Template.Action
New ActivityTriggers when a new activity is created.Trigger- Pipedrive
Triggers when an activity matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a new deal is created.
Instant
Trigger
- Pipedrive
Triggers when a deal matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a Lead is created.
Scheduled
Trigger
- Pipedrive
Triggers when a new note is created.
Scheduled
Trigger
- Pipedrive
Triggers when a new organization is created.
Scheduled
Trigger
- Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
- Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
- Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
- Pipedrive
Adds a product to a deal.
Scheduled
Action
- Pipedrive
Creates a new activity.
Scheduled
Action
- Pipedrive
Creates a new deal.
Scheduled
Action
- Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
- Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
- Pipedrive
Creates a new lead.
Scheduled
Action
- Pipedrive
Creates a new note.
Scheduled
Action
- Pipedrive
Creates a new organization.
Scheduled
Action
- Pipedrive
Creates a new person.
Scheduled
Action
- Pipedrive
Creates a new product.
Scheduled
Action
- Pipedrive
Updates an existing activity.
Scheduled
Action
- Pipedrive
Updates an existing deal.
Scheduled
Action
- Pipedrive
Updates an existing organization.
Scheduled
Action
- Pipedrive
Updates an existing person.
Scheduled
Action
- Pipedrive
Finds an activity by subject.
Scheduled
Action
- Pipedrive
Finds a deal by name.
Scheduled
Action
- Pipedrive
Finds an organization.
Scheduled
Action
- Pipedrive
Finds a person.
Scheduled
Action
- Pipedrive
Finds a product by name.
Scheduled
Action
- Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
- Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
- Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
How eSign Genie + Pipedrive Integrations Work
- Step 1: Authenticate eSign Genie and Pipedrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Pipedrive Tutorials
About eSign Genie
Related categories
About Pipedrive
Related categories
Similar apps
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM
CRM (Customer Relationship Management)Get started for free
You can't add more hours to the day. Zapier is the next best thing.