Watch Step By Step Video Tutorial Below

 

1. Introduction to Integration

DocuSign is widely used for electronically signing documents, while PipeDrive is a popular CRM tool. Integrating these two applications allows for seamless data flow.

This integration enables signed documents in DocuSign to automatically create deals in PipeDrive, enhancing workflow efficiency.

2. Setting Up Pabbly Connect

To begin, visit the Pabbly Connect website and sign in to your account. This will take you to the Pabbly Connect dashboard where you can set up your workflow.

Click on the ‘Connect’ section and then access the ‘Create Workflow’ option. Name your workflow, for instance, “DocuSign to PipeDrive,” and click save.

3. Configuring DocuSign Trigger

In your newly created workflow, change the app from Webhook to DocuSign. Select the method as ‘Configure Webhooks’ to set up the trigger.

Navigate to DocuSign settings and locate the ‘Connect’ option under integrations. Here, create a new configuration by entering a name and the URL from Pabbly Connect.

4. Capturing Webhook Response

After setting the trigger, it’s crucial to test the integration. Go back to Pabbly Connect and click on ‘Capture Webhook Response.’

Now, upload a document in DocuSign and send it to a recipient. Once signed, check Pabbly Connect to see if the data has been captured successfully.

5. Syncing Data to PipeDrive

With the DocuSign data captured, the next step is syncing it to PipeDrive. Click the plus button in Pabbly Connect to add an action.

Select PipeDrive as the app and choose ‘Create Deal’ for the action method. Enter your PipeDrive API token to establish the connection.

Map the necessary fields like deal title and status, then save and send the test request to finalize the setup. Check PipeDrive to confirm the deal has been created.

Conclusion

This guide demonstrates how to effectively integrate DocuSign with PipeDrive using Pabbly Connect, ensuring a streamlined process for managing signed documents.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.