Pipedrive + Yousign

Add new Yousign contacts to Pipedrive

It's always a headache to keep your contacts up-to-date across several tools. This Zapier template enables you to do this automatically between Pipedrive CRM and your Yousign eSignature tool. Once it's active, when a new contact is added in Yousign, a matching Pipedrive person will be generated without any further action on your part.

It's always a headache to keep your contacts up-to-date across several tools. This Zapier template enables you to do this automatically between Pipedrive CRM and your Yousign eSignature tool. Once it's active, when a new contact is added in Yousign, a matching Pipedrive person will be generated without any further action on your part.

  1. When this happens...
    YousignYousign
    Contact Created

    Triggers when a Contact is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

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

    Contact Created

    Triggers when a Contact is created.

    Trigger
    Instant
    Try It
    • Include Signer Audit Trail as well

    Trigger
    Instant
    Try It
  • 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
    • Download documents as well

    • Download audit trails as well

    Trigger
    Instant
    Try It
    • First nameRequired

    • Last nameRequired

    • EmailRequired

    • LocaleRequired

    • Phone number

    • Company name

    • Job title

    • Address line 1

    • Address line 2

    • City

    • Postal Code

    • Country

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    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