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signNow
Pipedrive

Signnow and Pipedrive Integration

Seamlessly connect SignNow with Pipedrive to automate document workflows and close deals faster.

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Explore Triggers and Actions

Triggers
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Events that start automations (reorder apps to see more triggers)
Actions
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Steps your automation takes in response (reorder apps to see more 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.
Add Person
Adds a new person.
Get Lead by ID
Get a lead by its ID.
Get person details
Get details of a person by their ID.
Remove Duplicate Notes
Remove duplicate notes from an object in Pipedrive. for.
Search Leads
Search for leads by name or email.
Search Notes
Search for notes in Pipedrive.
Search persons
Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs
Update Deal
Updates the properties of a deal.
Update Person
Updates an existing person in Pipedrive.

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 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.

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

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