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Pipedrive CRM
eSignatures.io

Create eSignatures.io contracts for new Pipedrive CRM prospects

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Every time a deal moves to a specific stage in Pipedrive CRM, Make will automatically create a contract from an eSignatures.io template.

Categories
E-Signatures
CRM

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Google Sheets
DocuSign
Update envelope status of DocuSign document in a Google Sheets spreadsheet

This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet.

The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
eSignatures.io
Create a Contract

Sends a new contract via SMS or Email to signers.

Action
Pipedrive CRM
Create a Deal

Creates a deal.

Action
Pipedrive CRM
Create a Lead

Creates a lead.

Action

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