Send HelloSign templates for changed deal statuses on PipelineDeals

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
Send HelloSign templates for changed deal statuses on PipelineDeals
PipelineDeals integration logo

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.

HelloSign integration logo

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!

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