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eSign Genie + Pipedrive

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.

  1. When this happens...
    PipedrivePipedrive
    New Person

    Triggers when a new person is created.

    TriggerScheduled
  2. automatically do this!
    eSign GenieeSign Genie
    Create Folder From Template

    Create a Folder from Template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
esign-genie logo
esign-genie logo

About eSign Genie

eSign Genie is an easy, cost-effective, comprehensive and legally binding end-to-end esignature solution with Templates, Bulk Signing, Online Forms, APIs.

Related categories

  • Signatures
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 moreHelp

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