Connect Pipedrive CRM and DocuSign integrations
Connect Pipedrive CRM and DocuSign with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Pipedrive CRM and DocuSign to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new activity is added, updated or deleted.
Triggers when a new deal is added, updated or deleted.
Triggers when a new note is added, updated or deleted.
Triggers when a new organization is added, updated or deleted.
Triggers when a new person is added, updated or deleted.
Triggers when a new product is added, updated or deleted.
Triggers when a new activity is added or updated.
Triggers when a new deal is added or updated.
Triggers when a new email is added to Inbox.
Triggers when a new lead is added or updated.
Triggers when a new note is added or updated.
Triggers when a new organization is added or updated.
Triggers when a new person is added or updated.
Triggers when a new product is added or updated.
Downloads a document from a specified envelope.
Gets the content of an envelope form data
Retrieves the overall status for the specified envelope.
Performs an arbitrary authorized API call.
Creates and sends an envelope using a selected template.
Sends an envelope with a document to be signed.
Gets a list of the Signing Group in an account.
Searches for envelopes.
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Build your Pipedrive CRM and DocuSign integrations.
Create custom Pipedrive CRM and DocuSign workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
Connect any app with Pipedrive CRM and DocuSign
Popular Pipedrive CRM and DocuSign workflows.
Looking to get more out of Pipedrive CRM and DocuSign? With Make you can visually integrate Pipedrive CRM and DocuSign into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Send a document from DocuSign to sign to a person from Pipedrive
When a deal meets specified criteria, a document from a template is sent to them via DocuSign.
TRY IT ->Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Create new Pipedrive contacts from Elementor form submissions
Automatically create new Pipedrive contacts from Elementor form submissions. Connect Elementor and Pipedrive to streamline your contact management process.
TRY IT ->Watch Pipedrive deals and update Google Sheets rows accordingly
Automatically track Pipedrive deals and update corresponding Google Sheets rows. Streamline sales data management by syncing deal changes with your spreadsheets.
TRY IT ->List deals from Pipedrive and add them to Google Sheets
Automatically list deals from Pipedrive and add them to Google Sheets for streamlined tracking and management of sales opportunities.
TRY IT ->Search for and update activities in Pipedrive automatically
Automatically search and update activities in Pipedrive. Streamline your workflow by keeping your Pipedrive activities up-to-date with this automation.
TRY IT ->Update Pipedrive person details and retrieve person information
Automatically update Pipedrive person details and retrieve information. Streamline your CRM management with Pipedrive's Get Persons and Update Person modules.
TRY IT ->Add new contacts to Google Ads Customer Match from Pipedrive person updates
Automatically update Google Ads Customer Match lists with new contacts from Pipedrive whenever a person is updated, enhancing your marketing efforts.
TRY IT ->Create a new person in Pipedrive from a custom webhook trigger
Trigger a custom webhook to automatically create a new person in Pipedrive, streamlining your contact management process with this integration.
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