Create folders from templates in eSign Genie from new Pipedrive contacts
Pipedrive is a cloud-based CRM software widely used in companies to manage leads, opportunities, and customer data. This template allows users to send an esignature request when the contact information is saved in Pipedrive contact. Available for our Paid or Trial Business Premium accounts.
Pipedrive is a cloud-based CRM software widely used in companies to manage leads, opportunities, and customer data. This template allows users to send an esignature request when the contact information is saved in Pipedrive contact. Available for our Paid or Trial Business Premium accounts.
- When this happens...New Person
Triggers when a new person is created.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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