Connect eSignatures and Pipedrive
Integrate eSignatures with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Note in Pipedrive when New Fully Signed Contract in eSignatures
Remove Template Collaborator from eSignatures when Updated Pipeline in Pipedrive
Delete Contract Signer in eSignatures when Update Activity in Pipedrive
Get Contract Placeholder Fields from eSignatures when Update Activity in Pipedrive
Resend Signature Request via eSignatures when Update Note in Pipedrive
Popular eSignatures + Pipedrive flows
Start from a real workflow other teams are already running.
Choose a trigger
eSignatures
When this happens...
New Fully Signed Contract
Signer Views Contract
New Contract Sent to Signer
New Contract Signed
Choose an action
Pipedrive
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Update a Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Create Note in Pipedrive when New Fully Signed Contract in eSignatures
Use this flowRemove Template Collaborator from eSignatures when Updated Pipeline in Pipedrive
Use this flowDelete Contract Signer in eSignatures when Update Activity in Pipedrive
Use this flowGet Contract Placeholder Fields from eSignatures when Update Activity in Pipedrive
Use this flowResend Signature Request via eSignatures when Update Note in Pipedrive
Use this flowUpdate Contract Content in eSignatures when Updated Pipeline in Pipedrive
Use this flowAdd Template Collaborator to eSignatures when Update Note in Pipedrive
Use this flowUpdate Template in eSignatures when Updated Pipeline in Pipedrive
Use this flowUpdate Template Content in eSignatures when Update Note in Pipedrive
Use this flowGet Contract Placeholder Fields from eSignatures when Update Note in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between eSignatures and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
New Fully Signed Contract
Runs when a contract is fully signed by all parties.
Signer Views Contract
Runs when signer views a contract. Select a contract or signer to filter.
New Contract Sent to Signer
Runs when new contract is sent to a signer.
New Contract Signed
Runs when new contract is signed.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
Do thisActions
Action is the task that follows automatically within your eSignatures integrations.
Create Contract
Create a new contract and configure signers, template, expiry, emails, labels, and branding.
Withdraw Contract
Withdraws a contract so it can no longer be signed.
Add Contract Signer
Adds a new signer to an existing contract.
Update Contract Signer
Updates an existing signer on a contract.
Delete Contract Signer
Removes a signer from a contract.
Resend Signature Request
Resend a contract's signature request to a selected signer.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate eSignatures and Pipedrive workflows.
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About eSignatures
eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.
Learn more
About Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your eSignatures and Pipedrive accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between eSignatures and Pipedrive as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipedrive. No coding required.
Yes. You can set up a workflow where eSignatures triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in eSignatures. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between eSignatures and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire eSignatures and Pipedrive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.