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Pipedrive logoPipedrive logo

eSign Genie + Pipedrive

eSign Genie + Pipedrive

eSign Genie + Pipedrive integrations

Send eSign Genie documents for new deal matching filters in Pipedrive

Stay organized with this integration that allows you to utilize your Pipedrive filters for CRM deals. Create a folder from a template in eSign Genie anytime a CRM deal matches a filter.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Folder From Template
    Create Folder From Template
    Create Folder From TemplateCreate a Folder from Template.
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More things you can do with Pipedrive and eSign Genie

Discover other triggers and actions you can use with Pipedrive and eSign Genie

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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
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.
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