Pipedrive + Xodo Sign integrations
Send eversign templates for signatures when Pipedrive deals reach new stages
Tired of manually having to prepare and send contracts for electronic signature? Using this integration you can automatically send an eversign template for signature when you update a deal to a specific stage and even dynamically populate merge fields with data from Pipedrive.
- When this happens...Updated Deal StageTriggers when a deal's stage is updated.
- automatically do this!Use TemplateSends a document created from a template in your eversign account.
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More things you can do with Pipedrive and Xodo Sign
Discover other triggers and actions you can use with Pipedrive and Xodo Sign
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- 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- FilterRequired
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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Xodo Sign is a tool used to sign legally binding documents online on any device
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