In this how-to guide
- How to send DocuSign envelopes when a new lead is added to Pipedrive
- 1. Set the Pipedrive trigger as “Lead added”
- 2. Add the “Send envelope from template” in DocuSign step
- 3. Activate your playbook
- Learn more about integrating with Pipedrive and DocuSign
- Related blog posts
- More how-to guides featuring Pipedrive and DocuSign
How to send DocuSign envelopes when a new lead is added to Pipedrive
Relay.app is an automation tool that lets you automate actions across Pipedrive, DocuSign, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the DocuSign “Send envelope from template” action for each Pipedrive “Lead added” event.
Pipedrive > DocuSignTrigger
Last triggered
Lead added
Send envelope from template1
Set the Pipedrive trigger as “Lead added”
Add the Pipedrive trigger to initiate your playbook's actions before adding leads.
To do this, click "Add trigger" in your playbook. Choose the "Lead added" trigger from the Pipedrive options. It will enable your playbook to automatically identify newly added leads and trigger necessary actions.
If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.
2
Add the “Send envelope from template” in DocuSign step
Integrate the DocuSign automation into your playbook to ensure the prompt sending of envelopes.
Select "Add step," then locate the "Send envelope from template" automation for DocuSign, then choose a template (an example is "NDA") and input the relevant details, such as Email subject, Email body, Party A email, Party A name, Party B email, and Party B name.
If your DocuSign account isn't connected to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to send envelopes through your DocuSign account.
3
Activate your playbook
Activating your playbook is the final step. Once turned on, it will respond to send DocuSign envelopes from new Pipedrive leads without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.
Send DocuSign envelopes whenever a new organization is added in Pipedrive
Are you tired of dealing with the hassle of manual document signing processes every time you onboard a new business contact? Well, I'm excited to tell you that you can now easily send DocuSign envelopes using a template whenever a new organization is added to Pipedrive. Using Relay automation, you can automatically send out envelopes to your new contacts as soon as they're added to your Pipedrive account. This integration will save you time and effort, eliminating the need for manual data entry and document preparation. Plus, it ensures that your new business relationships start on the right foot with a smooth and efficient document signing process. We'd love to guide you through these four simple steps.
Send DocuSign envelopes for updated Pipedrive contacts
Do you find it frustrating to send DocuSign envelopes when updating a contact in Pipedrive manually? It can be a real hassle, not to mention time-consuming. But don't worry, Relay has got your back! With Relay, you can easily automate sending DocuSign envelopes from templates every time a contact is updated in Pipedrive. Imagine a world where your updates are automatically processed, leaving no room for error or missed details. It's a game-changer that will revolutionize the way you work! So, let's dive in and set up this integration in four easy steps.
Send DocuSign envelopes for updated Pipedrive deals
Have you ever spent too much time creating and sending envelopes for documents needing signatures? It can be overwhelming, especially when you have to keep track of updates in your deals simultaneously. Well, worry no more because Relay is here to help! With Relay, you can easily create and send envelopes for documents requiring signatures. Whenever you update a deal in Pipedrive, Relay automatically sends the corresponding DocuSign envelope from a pre-existing template. This will boost efficiency in your document management, freeing up your time to focus on other important tasks. In this guide, we’ll show you how to set this integration up in four easy steps.
Send DocuSign envelopes when a new person is added to Pipedrive
Are you tired of getting lost in the complicated procedures of onboarding paperwork, worried about missing a crucial document, or spending endless hours managing the dispatching process? Don't worry! With Relay, you can easily prepare and send an envelope from a selected template in DocuSign. It means you can get all the necessary documents together in one place, making it easier to track what needs to be done and when. In this guide, we’ll show you how to set this integration up in four easy steps, so you don't have to worry about missing anything important as everything runs smoothly.
Send DocuSign envelopes for every closed Pipedrive deal
Managing contracts and keeping track of the closed deals can be a real hassle for businesses, regardless of size. It's time-consuming and requires much effort to ensure everything is organized, efficient, and environmentally friendly. But with Relay, you can make this process a lot easier! Whenever you close a new deal in Pipedrive, Relay can automatically send an envelope using a pre-designed template in DocuSign. This automated workflow speeds up document signing, eliminates the need for manual intervention, and is entirely paperless. Our guide will walk you through the integration process in four simple steps. Let's get started!
Send envelopes using templates in DocuSign for deal changes in Pipedrive
Managing contracts and tracking deals' progress can be overwhelming for businesses, whether big or small. It can be a time-consuming task that requires a lot of effort. But worry not; with Relay, you can integrate Pipedrive and DocuSign and keep your business deals efficient, hassle-free, and paperless. Whenever a deal stage is changed in Pipedrive, this workflow sends an envelope using a template in DocuSign. This process speeds up the signing of documents and prevents delays in closing business deals. The best part? You get to track your deal's progression seamlessly while signing documents effortlessly, making it a smart choice for deal management. Let us show you how with this guide in just four easy steps.
Send DocuSign envelopes for every updated Pipedrive organizations
Do you find it time-consuming and bothersome to manually send DocuSign envelopes every time you update an organization in Pipedrive? It can be frustrating to go through this process repeatedly, especially if you have a lot of updates to make. I got you! With Relay, you can easily send envelopes via DocuSign using templates every time an organization is updated in Pipedrive. In this guide, we will demonstrate four simple steps to set up the integration and streamline the document handling process.
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