When this happens...
PipedriveNew Deal
Then do this...
SignNowCreate Document From Template & Send Role-Based Invite

Need a binding signature when you start a new deal? This Pipedrive to SignNow automation is perfect fit for you. Upon set up, each time a new deal is created in Pipedrive, Zapier will create a new signature request document and send an invite for your client. Start new deals off on the right, and have all of your documentation in order.

How It Works

  1. A new deal is created in Pipedrive
  2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

What You Need

  • Pipedrive account
  • SignNow account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect SignNow + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Deal

Triggers when a new deal is created.

Create Person

Creates a new person.

Updated Deal

Triggers when an existing deal is updated.

Create Deal

Creates a new deal.

New Activity

Triggers when a new activity is created.

Create Activity

Creates a new activity.

Template-Based Document Updated

Triggers when there has been an update to a template-based document. Data from document fields can be mapped.

Send Invite

Send an invite to sign a document.

Document Update

Triggers when a document is updated.

Upload Document

Creates a new document.

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Become a Zapier Integration Partner

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

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.

See Pipedrive Integrations