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Pipedrive + SignHero

Create Pipedrive attachments with new SignHero status updates

Tired of handling all your signed documents by hand? This integration can help. With a new signing process status in SignHero, it will automatically upload a signed document as an attachment in your Pipedrive account.

Tired of handling all your signed documents by hand? This integration can help. With a new signing process status in SignHero, it will automatically upload a signed document as an attachment in your Pipedrive account.

  1. When this happens...
    SignHeroSignHero
    New Signing Process

    Triggers when a new signing process with specified status appears.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Attach File

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Scope

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Signing process title

    • Who will sign?Required

    • DocumentRequired

    • Document NameRequired

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
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pipedrive logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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signhero logo
signhero logo

About SignHero

SignHero is fast and free eSigning for the lazy. Send & sign PDFs, track processes, remind signers, access audit trail, work in teams, and archive signed documents.

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