Docusign
Pipedrive

Docusign and Pipedrive Integration

Seamlessly connect DocuSign with Pipedrive to automate your sales agreements and close deals faster.

Explore Triggers and Actions

New Folder
Trigger new event when a new folder is created
New Change in Envelope Status
Trigger new event when an envelope's status is updated
Update Record Expiration
Update the expiration time for a record in your.
List Records
List all records in your data
Delete a single record
Delete a single record in your
Get record (or create one if not found)
Get a single record in your
Add Deal
Adds a new deal.
Add Activity
Adds a new activity.
Add Lead
Create a new lead in Pipedrive.
Add Organization
Adds a new organization.
Add Note
Adds a new note.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Docusign and Pipedrive?

The DocuSign and Pipedrive integration empowers sales teams to send, sign, and manage contracts directly within Pipedrive. Streamline your workflow by eliminating manual document handling, track signature statuses in real-time, and keep all your sales documents organized alongside your deals. This integration accelerates your sales cycle by ensuring contracts are signed quickly and securely without leaving your CRM.

Connect
Docusign
and
Pipedrive
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How do I connect DocuSign with Pipedrive?

You can connect DocuSign with Pipedrive by installing the DocuSign app from the Pipedrive Marketplace and following the authentication prompts to link your accounts securely.

Can I send documents for signature directly from Pipedrive?

Yes, once integrated, you can send contracts and agreements for signature directly from within Pipedrive without switching between platforms.

Will I be able to track the status of sent documents?

Absolutely. The integration provides real-time updates on the status of your documents, so you always know when a contract is viewed, signed, or completed.

Is my data secure when using this integration?

Yes, both DocuSign and Pipedrive use industry-leading security protocols to protect your data and ensure compliance with global standards.

Does this integration support multiple users on my team?

Yes, the integration supports multiple users, allowing your entire sales team to send, manage, and track documents collaboratively within Pipedrive.

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