Pipedrive + Precisely
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.
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.
- When this happens...Deal Matching Filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this...Find Person
Triggers when a new person is created.
- then do this...Create Contract From Template
Triggers when a new contract project is created for an organization.
- then do this!Add Signee to Project
Adds a signee to all contracts for a project.
- Free forever for core features
- 14 day trial for premium features & apps
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.