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Pipedrive + SignNow

Create new Pipedrive deals when documents are completed in SignNow

Boost your sales efficiency with this seamless connection linking SignNow to Pipedrive. Upon the finalization of a document in SignNow, a new deal is directly created in Pipedrive. This eliminates the need for manual paperwork navigation, freeing you to focus more on closing deals. It’s an effective approach to streamline your business operations and save valuable time.

Boost your sales efficiency with this seamless connection linking SignNow to Pipedrive. Upon the finalization of a document in SignNow, a new deal is directly created in Pipedrive. This eliminates the need for manual paperwork navigation, freeing you to focus more on closing deals. It’s an effective approach to streamline your business operations and save valuable time.

  1. When this happens...
    SignNowSignNow
    Document Completed

    Triggers when all signers have filled in and signed the document.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Template

    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    • Return ZIPRequired

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    • ActionRequired

    Action
    Write
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • CC

    • Subject

    • Message

    • Redirect After Signing

    • Payment Settings | Merchant Account

    • Payment Settings | Payer

    • Payment Settings | Currency

    • Payment Settings | Payment Amount

    • On Completion

    • Line Wrapping

    Action
    Write
  • SignNow triggers, actions, and search

    Document Deleted

    Triggers when a document has been deleted.

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • ToRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
    • DocumentRequired

    • From Email AddressRequired

    • To Email AddressRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
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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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signnow logo
signnow logo

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

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