Docusign + Pipedrive
Update envelopes in Docusign and create new deals in Pipedrive
This workflow makes the contract and sales process seamless by integrating DocuSign and Pipedrive. As soon as there's an update in the envelope status in DocuSign, a corresponding deal is instantly created in Pipedrive. This efficient information transfer bridges the gap between your contract management and sales strategies, enhancing your business process. Let this workflow optimize your productivity by unifying your tools effectively.
This workflow makes the contract and sales process seamless by integrating DocuSign and Pipedrive. As soon as there's an update in the envelope status in DocuSign, a corresponding deal is instantly created in Pipedrive. This efficient information transfer bridges the gap between your contract management and sales strategies, enhancing your business process. Let this workflow optimize your productivity by unifying your tools effectively.
- 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 Deal
Creates a new deal.
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