SignNow + Pipedrive Integration | Streamline Sales Document Workflows

Explore Triggers and Actions

Completed Document (Instant)

Trigger new event when all signers have filled in and signed the document.

Updated Document (Instant)

Trigger new event when a document has been 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.

What can Ayudo do with Signnow and Pipedrive?

The SignNow and Pipedrive integration empowers sales teams to send, sign, and manage documents directly within Pipedrive. Streamline contract signing, reduce manual data entry, and accelerate your sales cycle by combining Pipedrive’s CRM capabilities with SignNow’s secure eSignature platform.

Frequently asked questions

How does the SignNow and Pipedrive integration work?

Once connected, you can send documents for signature directly from Pipedrive deals or contacts. Signed documents are automatically saved back into Pipedrive, keeping all your sales paperwork organized in one place.

Do I need technical skills to set up the integration?

No technical expertise is required. The integration can be set up quickly through the Pipedrive marketplace or SignNow dashboard with step-by-step instructions.

Can I automate document sending based on deal stages?

Yes, you can configure workflows to trigger document sending when deals reach specific stages, ensuring timely contract delivery without manual intervention.

Is the integration secure and compliant?

Absolutely. SignNow uses industry-leading encryption and complies with global eSignature laws such as ESIGN, UETA, and eIDAS, ensuring your documents are legally binding and secure.

Will signed documents sync automatically with Pipedrive?

Yes, once a document is signed, it is automatically uploaded to the relevant Pipedrive deal or contact, providing easy access and audit trails for your sales team.

Signnow and Pipedrive Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Signnow and Pipedrive?

Frequently asked questions

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