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Pipedrive + Superdocu

Pipedrive + Superdocu

Pipedrive + Superdocu integrations

Generate Superdocu contacts with new updates to deal stages in Pipedrive

Just closed a client and want to kickstart your collaboration? Use this Zapier integration to request documents or information from your Pipedrive deals that have moved to a new stage. This will make your client onboarding in Superdocu smoother, with no added clicks or keystrokes!

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact in Superdocu.
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More things you can do with Pipedrive and Superdocu

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

    • 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 Superdocu
Superdocu helps people collect documents and information easily, and follow-up in case of missing data.
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Related Zap Templates

  • Create Superdocu contacts from new Pipedrive activities

 

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