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.
- When this happens...Document Completed
Triggers when the document has been completed by all the signers.
- automatically do this!Create Deal
Creates a new deal.
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