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Pipedrive + SignRequest

Pipedrive + SignRequest

Pipedrive + SignRequest integrations

Send SignRequests from templates when Pipedrive deal stages are updated

Speed up your document signing process by automating it when a deal stage is updated in Pipedrive. This workflow is set in motion when a deal stage changes in Pipedrive, and it then sends a SignRequest template for signatures using the SignRequest app. With this seamless connection, you can ensure timely document signing and move deals forward more efficiently.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Send SignRequest From Template
    Send SignRequest From Template
    Send SignRequest From TemplateCreates and sends a new SignRequest from a SignRequest Template.
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More things you can do with Pipedrive and SignRequest

Discover other triggers and actions you can use with Pipedrive and SignRequest

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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 SignRequest
SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.
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