Contractbook + Pipedrive integrations
Send Contractbook signature requests when deals match a specific filter in Pipedrive
Do you need to send certain contracts when a deal reaches a certain stage in Pipedrive? With this integration, you can choose to send contracts to deals that match specific criteria in Pipedrive, such as a certain stage. Use this Zap to spend less time manually sending contracts and more time closing deals!
- When this happens...Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!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 filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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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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