Docubee + Pipedrive

Initiate Docubee workflow instances for new Pipedrive activities

Stay on top of your sales activities with this efficient workflow that connects Pipedrive and Docubee. When a new activity occurs in Pipedrive, it immediately starts a workflow instance in Docubee, streamlining your sales process and helping you track essential tasks and milestones. This automation allows your team to spend less time on manual updates and more time focusing on closing deals and building relationships.

Stay on top of your sales activities with this efficient workflow that connects Pipedrive and Docubee. When a new activity occurs in Pipedrive, it immediately starts a workflow instance in Docubee, streamlining your sales process and helping you track essential tasks and milestones. This automation allows your team to spend less time on manual updates and more time focusing on closing deals and building relationships.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    DocubeeDocubee
    Start a Workflow Instance

    Sends data to start an OnTask Workflow Template

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
docubee logo
docubee logo

About Docubee

Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.

Related categories

  • Documents
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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