Pipedrive
Docusign

Pipedrive and Docusign Integration

Seamlessly connect Pipedrive with DocuSign to accelerate your sales cycle and close deals faster.

Explore Triggers and Actions

New Deal (Instant)
Trigger new event when a new deal is created.
New Person (Instant)
Trigger new event when a new person is created.
Deal Updated (Instant)
Trigger new event when a deal is updated.
Lead Updated (Instant)
Trigger new event when a lead is updated.
Person Updated (Instant)
Trigger new event when a person is updated.
Create Draft
Create and send an envelope, or create a draft envelope.
Create Signature Request
Creates a signature request from a template
Download Documents
Download the documents of an envelope to the /tmp directory.

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 Pipedrive and Docusign?

Our Pipedrive and DocuSign integration empowers sales teams to send, sign, and manage contracts directly within Pipedrive. Eliminate manual processes by automating document workflows, track signature statuses in real-time, and keep all your deal-related documents organized in one place. This integration streamlines contract management, reduces errors, and speeds up closing times, helping you focus on what matters most—growing your business.

Connect
Pipedrive
and
Docusign
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 navigating to the integrations section in your Pipedrive account, selecting DocuSign, and following the authentication prompts to authorize access. Once connected, you can start sending documents for signature directly from your deals.

Can I send multiple documents for signature at once?

Yes, the integration allows you to send one or multiple documents for signature in a single workflow, making it easy to manage complex agreements without leaving Pipedrive.

Will I receive notifications when a document is signed?

Absolutely. The integration provides real-time notifications within Pipedrive when a document is viewed, signed, or completed, so you can stay updated on your deal progress.

Are signed documents stored within Pipedrive?

Yes, all signed documents are automatically saved and attached to the corresponding deal in Pipedrive, ensuring easy access and record-keeping.

Is this integration secure and compliant?

Yes, both Pipedrive and DocuSign adhere to industry-leading security standards and compliance regulations, including GDPR and eSignature laws, to ensure your data and documents are protected.

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