BoldSign + Pipedrive

Create new Pipedrive deals from completed BoldSign documents

Create a smooth sales process with this BoldSign and Pipedrive workflow. As soon as a document is finalized in BoldSign, it triggers a deal creation in Pipedrive. This efficient automation ensures that each closed document swiftly initiates the next step in your sales pipeline, keeping your business processes seamless and your team focused on what matters.

Create a smooth sales process with this BoldSign and Pipedrive workflow. As soon as a document is finalized in BoldSign, it triggers a deal creation in Pipedrive. This efficient automation ensures that each closed document swiftly initiates the next step in your sales pipeline, keeping your business processes seamless and your team focused on what matters.

  1. When this happens...
    BoldSignBoldSign
    Document Completed

    Triggers when the document has been completed by all the signers.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Admin Mode

    Trigger
    Instant
    Try It
    • Choose TemplateRequired

    • Sandbox ModeRequired

    Action
    Write
boldsign logo
boldsign logo

About BoldSign

BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
Learn more

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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