Contractbook + Pipedrive

Send Contractbook signature requests when deals match a specific filter in Pipedrive

Do you need to send certain contracts when a deal reaches a certain stage in Pipedrive? With this integration, you can choose to send contracts to deals that match specific criteria in Pipedrive, such as a certain stage. Use this Zap to spend less time manually sending contracts and more time closing deals!

Do you need to send certain contracts when a deal reaches a certain stage in Pipedrive? With this integration, you can choose to send contracts to deals that match specific criteria in Pipedrive, such as a certain stage. Use this Zap to spend less time manually sending contracts and more time closing deals!

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    ContractbookContractbook
    Create Contract

    Creates and sends a new contract.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
contractbook logo
contractbook logo

About Contractbook

Contractbook is an easy signing and simple contract management tool for modern businesses.

Related categories

  • Signatures
pipedrive logo
pipedrive logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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