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Contractbook + Pipedrive

Contractbook + Pipedrive

Contractbook + Pipedrive integrations

Send Contractbook signature requests when new Deals are added to Pipedrive

As you handle sales and client relations in your CRM tool, you may need to send contracts to these clients. With this Integration, you can automatically send a contract through Contractbook when a new deal is added to Pipedrive pipeline. Now you can focus less on manually sending each contract, and more on the client relationships.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Contract
    Create Contract
    Create ContractCreates and sends a new contract.
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More things you can do with Pipedrive and Contractbook

Discover other triggers and actions you can use with Pipedrive and Contractbook

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Contractbook
Contractbook is an easy signing and simple contract management tool for modern businesses.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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