Docusign + Pipedrive
Create new Pipedrive people when DocuSign envelopes are sent or completed
Easily keep your Pipedrive contacts up-to-date when a DocuSign envelope is sent or completed with this seamless workflow. Once set up, whenever an envelope is sent or completed in DocuSign, a new person will be created in Pipedrive, ensuring your contact list stays current and organized. Streamline your sales process and stay on top of documentation with this efficient automation.
Easily keep your Pipedrive contacts up-to-date when a DocuSign envelope is sent or completed with this seamless workflow. Once set up, whenever an envelope is sent or completed in DocuSign, a new person will be created in Pipedrive, ensuring your contact list stays current and organized. Streamline your sales process and stay on top of documentation with this efficient automation.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Create Person
Creates a new person.
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