Create folders for templates in eSign Genie and update new Pipedrive deals
Trigger your document signings effortlessly with this integration, which automatically sends esignature requests with eSign Genie as soon as a new deal is added to your Pipedrive CRM account. This zap will also update your deal with the latest info, so that you never lose track of where your documents are in your sales pipeline.
Trigger your document signings effortlessly with this integration, which automatically sends esignature requests with eSign Genie as soon as a new deal is added to your Pipedrive CRM account. This zap will also update your deal with the latest info, so that you never lose track of where your documents are in your sales pipeline.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this...Create Folder From Template
Create a Folder from Template.
- then do this!Update Deal
Updates an existing deal.
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