How to Send DocuSign Agreements from PipeDrive CRM Using Pabbly Connect

Learn how to integrate PipeDrive CRM with DocuSign using Pabbly Connect for automated agreement sending. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating PipeDrive CRM with DocuSign, first access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Begin by navigating to the Pabbly website and selecting the Pabbly Connect option.

For first-time users, click on ‘Sign Up for Free’ to create an account. If you already have an account, simply log in. Once logged in, click on the plus sign to create a new workflow. Name your workflow as ‘PipeDrive to DocuSign Integration’ and click on create.

2. Setting Up the Trigger in Pabbly Connect

After naming your workflow, it’s time to set up the trigger. Select PipeDrive as the application and choose the trigger event as ‘New Deal’. This allows Pabbly Connect to initiate actions when a new deal is created in your PipeDrive account. using Pabbly Connect

• Select PipeDrive as your application.
• Choose ‘New Deal’ as the trigger event.
• Click on connect and add a new connection.

To connect, you will need your PipeDrive API token. Log in to PipeDrive, go to settings, and find your API token under personal preferences. Copy this token and paste it into Pabbly Connect. After that, enter your company domain, which is the part of your PipeDrive URL before ‘.pipedrive.com’. Click on save and send test request to ensure the connection is successful.

3. Creating a New Deal in PipeDrive

With the trigger set up, you now need to create a new deal in your PipeDrive account to test the integration. Go to the deals section and click on the plus sign to add a new deal. Fill in the required details such as contact name, organization, and deal value. using Pabbly Connect

• Input the contact person’s name.
• Specify the organization name and deal title.
• Enter the deal value and select the pipeline.

Once all details are entered, click on save. This action will trigger Pabbly Connect to capture the deal information, which will be used to send the DocuSign agreement to the concerned person.

4. Configuring DocuSign to Send Agreements

Now that the deal information is captured, it’s time to set up DocuSign in Pabbly Connect. For the action step, select DocuSign and choose the action event as ‘Create Signature Request with Template’. Connect your DocuSign account to Pabbly Connect. using Pabbly Connect

Once connected, select the template you want to use for the agreement. Enter the email subject and message to be sent along with the agreement. Map the recipient’s name and email address from the captured deal details in PipeDrive.

5. Testing the Integration

After configuring the DocuSign settings, it’s essential to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. If the setup is correct, you will receive a confirmation that the document has been sent.

Check the recipient’s email to verify that the DocuSign agreement was sent successfully. You should see the email containing the partnership agreement along with your drafted message. This confirms that the integration between PipeDrive and DocuSign via Pabbly Connect is functioning as intended.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of sending DocuSign agreements whenever a new deal is created in PipeDrive CRM. By following these steps, you can streamline your workflow and enhance efficiency.