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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
  • SignRequest
    Document is signed in SignRequest Instant
  • SignRequest
    Signee viewed the document in SignRequest Instant
  • SignRequest
    Document is declined in SignRequest Instant
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2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive
  • SignRequest
    Send sign request from template in SignRequest
  • SignRequest
    Send SignRequest in SignRequest

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Ready WorkflowsReady 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 don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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.

Pipedrive
SignRequest
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
PandaDocPandaDoc (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
P
S
G
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.
S
P
G
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.
P
S
G
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.
P
S
G
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
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it →
Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
Try it →
Create organization in Pipedrive
Generates a new organization
Try it →
Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →
SignRequest
SignRequest Triggers & Actions
Instant
Document is signed in SignRequest
Triggers the automation when a document is signed
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Instant
Signee viewed the document in SignRequest
Triggers the automation when a signer views the document
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Instant
Document is declined in SignRequest
Triggers the automation when a document is not approved
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Send sign request from template in SignRequest
Sends a sign request using a template
Try it →
Send SignRequest in SignRequest
Sends a sign request
Try it →

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.

What you can automate?
🚀
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.
📝
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.
🔔
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.
🔀
Route agreements based on deal value
Send different agreement templates or assign specific signers depending on deal values and categories submitted in Pipedrive.
🔄
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.
🔍
Find and update existing records
Search for existing contacts and organizations in Pipedrive before creating new entries, preventing duplicate records when contracts are sent.
âąī¸
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.
🌐
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
Sales Managers
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
RevOps Specialists
RevOps Specialists
Business Owners
Business Owners
Sales Operations Coordinators
Sales Operations Coordinators
📈
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 — with this integration, every signed agreement updates your CRM instantly and your pipeline data stays current.
⚡
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 — with this integration, every new deal triggers a signature request instantly and your client onboarding moves without friction.
🤝
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 — with this integration, every signed document updates your customer records automatically and your team starts onboarding right away.
📊
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 — with this integration, every document status change syncs directly to your CRM and your operational data remains completely accurate.
đŸ’ŧ
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 — with this integration, every agreement flows seamlessly from CRM creation to signature completion.
📁
Sales Operations Coordinators
You're maintaining customer histories in Pipedrive while chasing signed PDFs in external folders, leaving frustrating gaps in your audit trails — with this integration, every completed document attaches to the right contact record and your historical archive stays complete.
Our team

Ready Workflows 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
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
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
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
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Pipedrive to SignRequest?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Pipedrive, SignRequest, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and SignRequest?
Frequently Asked Questions
How does Pipedrive data trigger document signing in SignRequest?
Frequently Asked Questions
Can signed documents in SignRequest update my Pipedrive deals?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and SignRequest?
Frequently Asked Questions
Is the Pipedrive and SignRequest integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Pipedrive or SignRequest With 1500+ Other Apps

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SignRequest
Popular SignRequest Integrations
Sync SignRequest with document management, storage, and communication platforms to streamline document execution.