Pipedrive + Yousign

Add new Pipedrive people as Yousign contacts

Keep Pipedrive and Yousign up-to-date automatically. Once active, this template will add every new Pipedrive person as a Yousign contact. This way, you can retrieve the personal information and contact details of your contacts without having to copy and paste.

Keep Pipedrive and Yousign up-to-date automatically. Once active, this template will add every new Pipedrive person as a Yousign contact. This way, you can retrieve the personal information and contact details of your contacts without having to copy and paste.

  1. When this happens...
    PipedrivePipedrive
    New Person

    Triggers when a new person is created.

    TriggerScheduled
  2. automatically do this!
    YousignYousign
    Create a Contact

    Create a Contact

    ActionWrite
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Start free with email
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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yousign logo
yousign logo

About Yousign

Yousign: the easy-to-use, legally binding eSignature solution for all your documents.
Learn moreHelp

Related categories

  • Documents