PipelineDeals + HelloSign Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect PipelineDeals and HelloSign, with as many as 40 possible integrations. Are you ready to find your productivity superpowers?
Send HelloSign templates for changed deal statuses on PipelineDeals
If all that's left is to sign on the dotted line, don't slow down the celebration with missing paperwork. Make sure everything is ready the minute things change by activating this PipelineDeals HelloSign integration. From the moment it's turned on, it will trigger for a PipelineDeals status change according to your settings, automatically adding that data to a HelloSign template that will be sent out for signing.
How It Works
- A deal status is changed on PipelineDeals
- Zapier automatically sends a HelloSign template for signing
What You Need
- PipelineDeals account
- HelloSign account
It's easy to connect PipelineDeals + HelloSign and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new deal is created in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Creates a new person in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Creates a new company in your PipelineDeals account.
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Creates a new calendar task in your PipelineDeals account.
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