Pipedrive Integration via Zapier

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Simplify your sales processes by streamlining sales agreements and contracts with Docubee. Use our platform to automate the generation, review, routing, and signing. Effortlessly create an automated flow of sales agreements with our seamless Pipedrive™ integration via Zapier. Easily connect Pipedrive and Docubee to automatically generate and send agreements to Pipedrive contacts for completion and signature.

When a specified Pipedrive event triggers, Zapier activates the zap that performs the specified action in Docubee. 

For example, using contact data from Pipedrive, you can autofill an agreement with the contact’s information in Docubee, and then automatically send the agreement to the Pipedrive contact to fill and sign. Finally, Docubee sends the final, signed version of the agreement back to Pipedrive.

This article demonstrates how to create a document for a deal, and you can use the same approach with any type of document.

In this article:

• Create a new workflow in Docubee to integrate with Pipedrive
• Integrate Docubee with Pipedrive in Zapier
• Trigger the workflow in Docubee

Before You Begin

Before setting up your new integration, you’ll need the following:

• A Docubee account (either paid or trial)
• A Zapier account (either paid or free)
• A Pipedrive account

Get started by signing in or creating your Zapier, Pipedrive, and Docubee accounts. 

There are multiple ways to set up this integration, depending on your specific use case. The instructions below follow an example use case: Collect a potential client’s information using Docubee’s web form, and then use that to create a deal inside Pipedrive.

Create a New Workflow in Docubee

Scenario: A specified Docubee trigger event (Zapier Event task) will activate the Zap, which reacts by creating a new Deal.

You need to create a workflow in Docubee with some essential tasks that will be used when Zapier encounters the trigger.

1. Create a Docubee workflow to automate the creation, routing, and collection of data to send to Pipedrive.
2. Add a Web Form task.
   1. The first task should be a Web Form task to collect data.
   2. Click the task.
   3. The following basic fields should be included on your web form to be able to contact the participant: contact name, email, and organization name.
3. Add a Zapier Event task.
   1. Click the task to open and configure the Zapier Event.
   2. Click the Add Property button to select a workflow property. You must select at least one property to send to Zapier.
4. Continue the rest of your workflow process. You can generate documents, send them for signature, export them to a cloud drive, etc.

Integrate Docubee with Pipedrive in Zapier

In your Zap, set a trigger and an action that matches your needs. A trigger is what starts a Zap, while an action is what it does.

In our example, we set the following when using the Zap template:

• Trigger
  1. Search and select “Docubee” for the trigger task.
  2. Set the event to “When a Zapier Event Is Reached in the Workflow”.
  3. Add your account by generating an API token.
  4. Select the workflow template you created in the previous step.
  5. Finally, run a Test to confirm the connection.
• Action
  1. Search and select “Pipedrive” for the action task.
  2. Set the event to “Create Deal”.
  3. Connect your Pipedrive account by signing in.
  4. Complete all required fields (note: you may use Workflow Properties).
  5. Finally, run a test to confirm the connection.

Always test your Zap to ensure it’s running smoothly and as expected.

Publish your zap and turn it on! Every time the trigger event occurs in Docubee, the action event is run in Pipedrive.

Trigger the Workflow in Docubee

Your Zap is set! Login to Docubee and run your workflow. Once triggered, Zapier will map the necessary data from Docubee to the newly created Deal in Pipedrive.

Related Information

Zapier Integration with Docubee
How does the Zapier integration work? (FAQ)
Zapier’s Quick Start Guide and video on How to build a Zap in under 2 minutes
All About Workflows (Quick Reference)
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.