

Pipedrive + SignRequest Integration
Integrate Pipedrive to SignRequest in one click, or tell Integrately AI how you want each deal handled. Trigger electronic signature requests, track completion status, update your CRM records, and notify your sales team automatically.
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Ready Workflows  for Pipedrive + SignRequest Integration
Send signature requests, track document completion, update deal stages, notify your team, and log signed agreements, all in just one click.
Sorry, we donât have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Pipedrive + SignRequest flow
Log document data in spreadsheets, alert your team on messaging channels, send follow-up emails, and manage client onboarding seamlessly. Pick a combination and activate it in one click.


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Google Sheets (4)
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Gmail (4)
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Slack (4)
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PandaDoc (4)
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Calendly (4)
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Stripe (4)
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Send a SignRequest when a new Pipedrive deal is created, and log the details in Google Sheets
Every new Pipedrive deal automatically triggers a SignRequest and adds a row in Google Sheets, removing manual document prep.
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When a document is signed in SignRequest, update the Pipedrive deal and log the completion in Google Sheets
Signed agreements update your Pipedrive deals automatically while recording completion metrics in Google Sheets.
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When a Pipedrive deal stage is updated, send a SignRequest and update the matching Google Sheets row
Deal stage updates in Pipedrive trigger new signature requests and keep your Google Sheets tracking current.
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If a Pipedrive deal is created with high value, send a priority SignRequest and log it in Google Sheets
High-value Pipedrive deals instantly trigger priority signature requests and dedicated tracking rows in Google Sheets.
Supported triggers and actions for Pipedrive and SignRequest
Mix and match to build the exact automation you need

Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it â Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it â Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it â Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it â Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it â Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it â Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it â Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it â Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it â 
SignRequest Triggers & Actions
Instant
Document is signed in SignRequest
Triggers the automation when a document is signed
Try it â Instant
Signee viewed the document in SignRequest
Triggers the automation when a signer views the document
Try it â Instant
Document is declined in SignRequest
Triggers the automation when a document is not approved
Try it â What can you automate with Pipedrive + SignRequest?āŽĩāŽ°āŽŋāŽŠā¯
Streamline your sales documentation and agreement workflows with automated triggers, instant signature requests, and real-time CRM updates.
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Trigger signature requests from new deals
Automatically send a SignRequest the moment a new deal is created in Pipedrive. Eliminate manual document prep and get contracts in front of clients instantly.
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Capture all custom deal fields and metadata
Map custom Pipedrive deal fields directly into your SignRequest templates. Ensure every contract contains accurate customer details without manual re-typing.
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Notify your team on document activity
Alert sales reps in Slack or Gmail the moment a client views, signs, or declines a document in SignRequest. Keep your entire team aligned on deal progress.
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Route agreements based on deal value
Send different agreement templates or assign specific signers depending on deal values and categories submitted in Pipedrive.
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Keep Pipedrive stages up to date
Automatically update Pipedrive deal stages as documents move through viewing, signing, and completion in SignRequest. Maintain a flawless sales pipeline.
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Find and update existing records
Search for existing contacts and organizations in Pipedrive before creating new entries, preventing duplicate records when contracts are sent.
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Handle later status changes and declines
Automatically update Pipedrive deal stages when a SignRequest is declined or expired, triggering automated follow-up tasks for your sales reps.
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Extend flows to spreadsheets and billing
Connect your core Pipedrive and SignRequest flow to Google Sheets or Stripe for comprehensive tracking, reporting, and customer billing.
And much more...
Who is Pipedrive + SignRequest integration for?
Connecting Pipedrive to SignRequest eliminates manual document prep and tracking, helping revenue teams close agreements faster and keep records accurate.
Sales Managers
Account Executives
Customer Success Leads
RevOps Specialists
Business Owners
Sales Operations Coordinators
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Sales Managers
You're reviewing revenue pipelines but your tracking metrics only update when reps manually log signed contracts, so the deal counts you're reporting against are always a few hours behind â with this integration, every signed agreement updates your CRM instantly and your pipeline data stays current.
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Account Executives
You're closing commercial deals but your contract requests sit waiting in a queue until someone manually generates them, so prospective clients experience frustrating delays before receiving paperwork â with this integration, every new deal triggers a signature request instantly and your client onboarding moves without friction.
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Customer Success Leads
You're onboarding new clients who depend on timely agreement execution, but disconnected paperwork tools leave you guessing when documents are actually finalized â with this integration, every signed document updates your customer records automatically and your team starts onboarding right away.
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RevOps Specialists
You're managing high volumes of sales agreements across multiple tools, but manual data entry leads to missing records and mismatched deal stages â with this integration, every document status change syncs directly to your CRM and your operational data remains completely accurate.
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Business Owners
You're overseeing customer growth and depending on your sales staff to hand off signed contracts correctly, but manual tracking gaps cause revenue leakage and overlooked renewals â with this integration, every agreement flows seamlessly from CRM creation to signature completion.
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Sales Operations Coordinators
You're maintaining customer histories in Pipedrive while chasing signed PDFs in external folders, leaving frustrating gaps in your audit trails â with this integration, every completed document attaches to the right contact record and your historical archive stays complete.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Pipedrive + SignRequest
Build and manage your Pipedrive + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipedrive + SignRequest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting â just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Automation is ready
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In Just 1 Click!
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Frequently Asked Questions
How do I connect Pipedrive to SignRequest?
You can connect Pipedrive to SignRequest in just 1 click using ready-made workflows on Integrately, or by using Integrately AI to build custom multi-step automations with tools like Google Sheets, Gmail, and Slack.
Can I automatically send a SignRequest when a new deal is created in Pipedrive?
Can I connect Pipedrive, SignRequest, and Google Sheets?
What is a good Zapier alternative for Pipedrive and SignRequest?
How does Pipedrive data trigger document signing in SignRequest?
Can signed documents in SignRequest update my Pipedrive deals?
Do I need coding skills to automate Pipedrive and SignRequest?
Is the Pipedrive and SignRequest integration free?
Didn't find the answer you were looking for?
No worries â just send us a message and weâll get back to you as soon as possible.
Want to automate something else in your workflow?
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