HelloSign
When this happens...
PipelineDealsDeal Status Changed
Then do this...
HelloSignSend Signature Request From Template

If all that's left is to sign on the dotted line, don't slow down the celebration with missing paperwork. Make sure everything is ready the minute things change by activating this PipelineDeals HelloSign integration. From the moment it's turned on, it will trigger for a PipelineDeals status change according to your settings, automatically adding that data to a HelloSign template that will be sent out for signing.

How It Works

  1. A deal status is changed on PipelineDeals
  2. Zapier automatically sends a HelloSign template for signing

What You Need

  • PipelineDeals account
  • HelloSign account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect HelloSign + PipelineDeals and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Signature Request Signed

Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).

Send Signature Request From Template

Sends a HelloSign template out for signature request.

Signature Request Sent

Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).

Update Person

Updates an existing person in your PipelineDeals account.

Signature Request Viewed

Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).

Create Person

Creates a new person in your PipelineDeals account.

New Deal

Triggers when a new deal is created in your PipelineDeals account.

Update Company

Updates an existing company in your PipelineDeals account.

Moved Deal

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

Create Company

Creates a new company in your PipelineDeals account.

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Become a Zapier Integration Partner

HelloSign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

See PipelineDeals Integrations