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Precisely logoPrecisely logo
Pipedrive logoPipedrive logo
Precisely logoPrecisely logo

Pipedrive + Precisely

Pipedrive + Precisely

Pipedrive + Precisely integrations

Create contracts in Precisely and send them for signing when Pipedrive deals match filters

Smooth dealmaking leads to happy customers. By integrating Precisely with Pipedrive, every deal is processed as it is updated. This Zapier automation creates a Precisely contract and sends it for signing when a Pipedrive 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...
    Find Person
    Find Person
    Find PersonTriggers when a new person is created.
  3. then do this...
    Create Contract From Template
    Create Contract From Template
    Create Contract From TemplateTriggers when a new contract project is created for an organization.
  4. then do this!
    Add Signee to Project
    Add Signee to Project
    Add Signee to ProjectAdds a signee to all contracts for a project.
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More things you can do with Pipedrive and Precisely

Discover other triggers and actions you can use with Pipedrive and Precisely

    • 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 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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About Precisely
Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.
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