Add new Yousign contacts to Pipedrive
It's always a headache to keep your contacts up-to-date across several tools. This Zapier template enables you to do this automatically between Pipedrive CRM and your Yousign eSignature tool. Once it's active, when a new contact is added in Yousign, a matching Pipedrive person will be generated without any further action on your part.
It's always a headache to keep your contacts up-to-date across several tools. This Zapier template enables you to do this automatically between Pipedrive CRM and your Yousign eSignature tool. Once it's active, when a new contact is added in Yousign, a matching Pipedrive person will be generated without any further action on your part.
- When this happens...Contact Created
Triggers when a Contact is created.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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- 14 day trial for premium features & apps
Contact Created
Triggers when a Contact is created.
Try ItInclude Signer Audit Trail as well
Try ItActivity filterRequired
Try ItCopy
FilterRequired
Deal status
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Download documents as well
Download audit trails as well
Try ItFirst nameRequired
Last nameRequired
EmailRequired
LocaleRequired
Phone number
Company name
Job title
Address line 1
Address line 2
City
Postal Code
Country
New Activity
Triggers when a new activity is created.
Try ItNew Deal
Triggers when a new deal is created.
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