Seeking new opportunities and chasing leads are at the centre of any business. That's why it's important to monitor every stage of sales cycle, and turn every opportunity into a new deal. Sales professionals will tell you that chasing leads is often very time-consuming and challenging, however without new leads businesses cannot survive. Therefore, businesses continuously invest in their sales and business development operations more and more.
Unsurprisingly,there are hundreds of tools to support sales and business development operations of companies in the market. Even though there are many options, Docusign and Pipedrive are the two most popular ones.
As you can guess, today's post is dedicated to Pipedrive and Docusign. We're going to show you how to easily integrate Docusign and Pipedrive — so that when an event is completed in Docusign, a Pipedrive deal will be created based on various criteria.
Our pipeline will start with a trigger. We'll tell Cloudpipes to run every time there's an Envelope Event.
As a prerequisite, our pipeline will trigger only if the event is completed. We can set more custom triggers, such as a timestamp, email, whether it is signed or delivered, and many more.
Next, Cloudpipes will perform a dedicated search in your Pipedrive account.
We have chosen to filter upcoming queries by email and sorted them in ascending order. From there, for each person found by the above criteria, we'll search if there are any deals matching those people.
Each deal found will be subsequently updated by stage and status.
If needed, more values can be added to reflect the end goal of our workflow.
Workflow automation doesn't have to be a difficult process. At Cloudpipes, we help our clients design their workflows easily and efficiently. Contact us now to get started. Synchronizing Docusign and Pipedrive to work on your next deal can be done with a single workflow blueprint.
Not sure you need Cloudpipes? Grab your free complimentary tutorial, and find out!