Pipedrive + SignNow Integration | Streamline Sales with eSignatures

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 Document From Template

Creates a new document copy out of a template.

Prefill Text Fields

Adds values to fields that the signers can later edit when they receive the document for signature.

Send Field Invite

Creates and sends a field invite to sign a document.

Upload Document With Tags

Uploads a file that contains SignNow text tags.

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.

What can Ayudo do with Pipedrive and Signnow?

The Pipedrive and SignNow integration empowers sales teams to send, sign, and manage contracts directly within Pipedrive. Automate document workflows, reduce turnaround times, and close deals faster by combining Pipedrive’s CRM capabilities with SignNow’s secure electronic signature platform.

Frequently asked questions

How do I connect SignNow with Pipedrive?

Simply navigate to the Pipedrive Marketplace, find the SignNow integration, and follow the prompts to authorize and link your accounts. Once connected, you can start sending documents for signature directly from Pipedrive.

Can I send contracts for signature without leaving Pipedrive?

Yes! The integration allows you to send documents for eSignature right from your Pipedrive deal or contact page, streamlining your workflow and saving time.

Are signed documents automatically saved in Pipedrive?

Absolutely. Once a document is signed via SignNow, a copy is automatically attached to the relevant deal or contact in Pipedrive for easy access and record-keeping.

Is the SignNow integration secure and compliant?

Yes, SignNow uses industry-leading security protocols and complies with eSignature laws such as ESIGN and eIDAS, ensuring your documents are legally binding and secure.

Can I customize signature workflows within the integration?

You can create and customize signature templates in SignNow and use them within Pipedrive to standardize and speed up your contract signing process.

Pipedrive and Signnow Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Pipedrive and Signnow?

Frequently asked questions

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