Docubee + Pipedrive

Initiate Docubee workflow instances for new Pipedrive leads

Effortlessly streamline your lead management process with this seamless workflow integration between Pipedrive and Docubee. When a new lead is added in Pipedrive, it automatically starts a workflow instance in Docubee, ensuring timely follow-ups and perfectly coordinated team collaboration. Enhance your sales productivity and let this automation handle the initial steps for you.

Effortlessly streamline your lead management process with this seamless workflow integration between Pipedrive and Docubee. When a new lead is added in Pipedrive, it automatically starts a workflow instance in Docubee, ensuring timely follow-ups and perfectly coordinated team collaboration. Enhance your sales productivity and let this automation handle the initial steps for you.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  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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