Pipedrive + SignHero integrations
Update the status of Pipedrive deals with new status updates in SignHero
Keep up to date on your document signings, without any added clicks or keystrokes. When everyone involved in a sign process signs the document, this integration automatically finds the Pipedrive deal matching the title of the process, attaches the document to it, and changes its status.
- When this happens...New Signing ProcessTriggers when a new signing process with specified status appears.
- automatically do this...Find DealTriggers when a new deal is created.
- then do this...Attach FileUploads a file and attaches it to a deal, person, organization, activity, product or note.
- then do this!Update DealUpdates an existing deal.
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More things you can do with SignHero and Pipedrive
Discover other triggers and actions you can use with SignHero and Pipedrive
- Status
- Scope
Try ItTriggerPolling- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling
- Signing process title
- Who will sign?Required
- What signature type?
- DocumentRequired
- Document NameRequired
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling
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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