Setting Up Your Pipedrive Integration with Docubee via Zapier
Docubee’s Pipedrive integration allows you to eliminate human error and boosts sales process efficiency by automating the generation, review, and signature collection of agreements and contracts through the power of Zapier.
This integration uses the contact data from Pipedrive to generate documents with the contact’s info and send them a document to sign. Let’s dive into how easy integrating Docubee with the Pipedrive Sales CRM is.
Before You Begin with the Pipedrive Integration
Prior to setting up your new integration, you’ll need to have the following:
- An Docubee account (either paid or trial)
- A Zapier account (either paid or free)
- A Pipedrive account
Once you have your accounts set up, you can access our Pipedrive integration Zap here. This will allow you to easily set up your Zap. Follow along to learn how to set up access to Pipedrive and set up the workflow you’ll need.
How to Integrate Docubee with Pipedrive to Generate Agreements and Contracts
For this example, we’ll be using a Master Services Agreement (MSA) document, but you can use any type of document you’d like. Follow along with these steps to set up your integration.
Create a New Workflow in Docubee
First, we’ll need to create a Docubee workflow to automate the creation, routing, and collection of signatures on your documents.
Now, let’s see what tasks will need to be added to your workflow.
Add a Web Form Task
The first task we’ll want is a web form that will collect the data from Pipedrive that we will use to populate our agreement document template. The following fields should be included on your web form: contact name, email, and organization name:
Add an Email Step to Your Workflow
We’ll need to add an email step to our workflow. As the name of this task suggests, this will allow you to send an email to the contact with a link to fill out and sign the document.
Add a Fill and Sign Step
We’ll also want to add a fill and sign step to the workflow. The fill-and-sign step will allow the client to sign your document and submit it for review. All signatures collected through Docubee are 100% secure and legally binding.
Once completed, Docubee will display a success message to let your client know they are all done with their part of the document process. Docubee will then email copies of the completed document to the designated Pipedrive salesperson and the client who signed.
Setting up Integration on the Pipedrive Side via Zapier
Here is where you’ll want to use our Zap template. In case you don’t feel like scrolling all the way back up to the top, you can access the Zap template for the Docubee Pipedrive integration here.
Once logged in to your Pipedrive and Docubee accounts, you will be able to set up the Pipedrive zap to trigger when a deal progresses to the “Proposal Made” stage. Here is an example of how that will look:
Once triggered, Zapier will map the data we need from Pipedrive to power the workflow we just created in Docubee.
It’s as simple as that. Simply test your Zap to make sure it’s running how you’d like, and you’re ready to start automating with Docubee’s Pipedrive integration.
Need Help Getting Started with the Pipedrive integration?
Our customer success team is here to help. Click the chat icon on our site or from within the Docubee app, and we can assist you with any questions. You can also join our weekly office hours for live support.