1.Detect deal stage update
Integrate Pipedrive and pipeline trackers to watch for contract stage updates and trigger downstream signature workflows.
Send contract for signature and create follow-up tasks
Automatically monitor deals moving to the contract stage across Pipedrive. Automatically send contracts for electronic signature and create CRM follow-up activitiesβso you can track receipt and next steps without manual follow-up.
How this automation protects your signature follow-through
When deal contracts get stuck between stage changes and signature requests, timelines slip and agreements stall. This automation looks up deal details, sends a DocuSign request, and creates receipt and follow-up activitiesβso your team can track signature progress without chasing updates.
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2.Lookup deal and contacts
Integrate Pipedrive and CRM data tools to look up the deal, linked person, and linked organization for signer mapping.
3.Send signature request
Integrate DocuSign and eSignature templates to send the signature request with signer and deal fields filled in.
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4.Create receipt activity
Integrate Pipedrive and CRM activity tools to create the confirm receipt activity and assign the deal owner.
5.Schedule follow-up activities
Integrate Pipedrive and CRM reminders to create follow-ups with staggered due dates for signature chase.
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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