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Pipedrive and DocuSign integration + automation

Pipedrive and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Pipedrive and DocuSign connectors, which can connect to any service without the need for separate integration tools.

Integrations

Fast Pipedrive + DocuSign integrations

Rapidly scale your e-signature and CRM processes with game-changing DocuSign + Pipedrive integrations on the low-code Tray Platform. Our platform makes it easy for anyone to stand up powerful integrations in minutes, without relying on IT. Just drag and drop together Pipedrive, DocuSign, and any other business-critical application using our intuitive, 100% visual builder.

Need DocuSign + Pipedrive connectors to up-level your CRM and e-signature processes? The Tray Platform empowers you to seamlessly flow data wherever you need to unsilo your tech stack and unlock valuable insights. Bi-directionally sync any data source at the API level, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.

But why stop with integrations? Our platform also lets you create and deploy robust Pipedrive + DocuSign automation to save hours of manual work and maximize productivity. Build dynamic, multi-step, automated workflows to expedite deal desk and RFP approvals and streamline all your e-signature processes.

Automation

Automate DocuSign + Pipedrive

Business users in sales, marketing, finance, HR, revenue operations, and growth can quickly craft flexible DocuSign + Pipedrive automation to accelerate the sales lifecycle. We offer a full suite of pre-built connectors, data helpers, and custom logic operators to help you build fully customized automation that meets your unique business needs.

Anything is possible with the Tray Platform. You can close more deals, faster by accelerating contract-signing processes. Or, you can freely flow data for prospects, leads, new accounts, closed-won deals, and more across your tech stack.

Architect any type of automation to kick off any operation based on any custom trigger. Deeply connect DocuSign, Pipedrive, and any of your favorite tools, including your ERP, social media platforms, project management tools, internal chat tool, intranet, customer data platform, business intelligence platform, marketing automation platform, and more.

Use cases

Next-level Pipedrive + DocuSign use cases

Our platform is a natural choice for business users of all types to rapidly stand up powerful integrations. Power users also love our platform for its ability to manage heavy-duty data projects touching billions of records daily. And thanks to our elastic, scalable architecture, your workflows will always scale automatically, no matter how your data needs evolve.

Build stronger relationships with customers and prospects by harnessing the power of advanced DocuSign + Pipedrive automation. Need to expedite RFP approvals by triggering email alerts for key stakeholders from your e-signature software? Need to streamline away all the meetings and follow-up approvals from your deal desk? The Tray Platform can automate any use case because we integrate with any tool, including Salesforce, HubSpot, Marketo, Slack, Asana, Power BI, LinkedIn, Facebook, and more.

IT and security leaders trust our platform with even their most sensitive data. The Tray Platform is SOC 2 Type 2-certified and compliant with key data privacy regulations such as CCPA, GDPR, and HIPAA.

Popular Pipedrive and DocuSign integrations

Pipedrive and Microsoft Teams

Pipedrive and HubSpot

Pipedrive and Salesforce Pardot

Pipedrive and Microsoft Sharepoint

Pipedrive and Asana

DocuSign and Salesforce

DocuSign and Microsoft Dynamics 365

DocuSign and ServiceNow

DocuSign and HubSpot

DocuSign and Salesforce Pardot

Pipedrive and DocuSign Connector Details

Pipedrive

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Triggers

List webhooksDelete webhookCreate webhookWebhook

Connector TypeTray Connector

Operations

Delete organizationCreate activityCreate dealCreate noteCreate organizationCreate personFind organizations by nameFind peopleFind usersGet activityGet dealList pipelinesand 15 more...

View documentation

DocuSign

Learn more

UsesSales, All

CategoryE-Signature

Connector TypeTray Connector

Operations

List envelope documentsApply envelope document templatesApply envelope templatesCreate EnvelopeCreate envelope custom fieldsCreate envelope from templateDelete envelope custom fieldsDelete envelope templateDownload envelope documentGet account detailsGet envelope by IDGet template

View documentation

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems