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Pipedrive + SignNow

Request signatures in SignNow with new Pipedrive deals

  1. When this happens

    Step 1: New Deal

  2. Then do this

    Step 2: Create Document From Template & Send Role-Based Invite

Need a binding signature when you start a new deal? This Pipedrive to SignNow automation is perfect fit for you. Upon set up, each time a new deal is created in Pipedrive, Zapier will create a new signature request document and send an invite for your client. Start new deals off on the right, and have all of your documentation in order.

How It Works

  1. A new deal is created in Pipedrive
  2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

What You Need

  • Pipedrive account
  • SignNow account

Supported triggers and actions

What does this mean?
pipedrive logo
pipedrive logo
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.

Related categories

  • CRM (Customer Relationship Management)

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