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Pipedrive + Xodo Sign

Pipedrive + Xodo Sign

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.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Use Template
    Use Template
    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 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 Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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