eversign + Pipedrive Integration

Integrate eversign to Pipedrive in one click, or tell Integrately AI how you want each document handled. Track signed agreements, create deals, update customer records, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • eversign
    Document is Completed in eversign Instant
  • eversign
    Document is signed in eversign Instant
  • eversign
    Document is sent in eversign Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
Arrow Right
2.
  • eversign
    Send document using template in eversign
  • eversign
    Download document in eversign
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready WorkflowsReady Workflows   for eversign + Pipedrive Integration

Create deals from signed documents, update customer records, notify your sales team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your eversign + Pipedrive flow

Send signed documents to cloud storage, alert your team in chat, and track customer onboarding steps. Pick a combination and activate it in one click.

eversign
Pipedrive
+
HubSpotHubSpot (4)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
PandaDocPandaDoc (3)
+
Google SheetsGoogle Sheets (3)
E
P
H
Add every completed eversign document to your Pipedrive deal, and create a contact in HubSpot
Completed eversign documents update your Pipedrive deals and create contacts in HubSpot instantly, eliminating manual data entry.
P
E
H
When a Pipedrive deal updates, send an eversign document template and log it in HubSpot
Trigger eversign agreements directly from Pipedrive stage updates and track them in HubSpot automatically.
E
C
P
H
Use ChatGPT to summarize completed eversign documents, update Pipedrive deals, and create HubSpot tasks
AI extracts key agreement terms from eversign, updates Pipedrive deals, and logs tasks in HubSpot.
P
E
H
When a Pipedrive deal is created, send an eversign template and notify the sales owner in HubSpot
New Pipedrive deals immediately trigger eversign agreement templates and notify HubSpot owners.

Supported triggers and actions for eversign and Pipedrive

Mix and match to build the exact automation you need

eversign
eversign Triggers & Actions
Instant
Document is Completed in eversign
Triggers the automation when a particular document is completed
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Instant
Document is signed in eversign
Triggers the automation when a document is signed
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Instant
Document is sent in eversign
Triggers the automation when a document is sent to the recipient
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Send document using template in eversign
Sends a document using a pre-designed template
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Download document in eversign
Download a particular document to a location
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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What can you automate with eversign + Pipedrive?

Streamline your contracting and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync completed eversign documents to Pipedrive deals
Automatically update Pipedrive deal stages the moment a client finishes signing an eversign document. Eliminate manual data entry and keep your sales pipeline up to date.
📝
Capture every submitted contract field and metadata
Map custom form fields from eversign directly into Pipedrive custom fields. Ensure all signer details and agreement variables are stored precisely where your team needs them.
🔔
Alert your sales team instantly upon signature
Notify your account owners and sales channels the second an agreement is completed. Speed up post-signature handoffs and internal kickoff meetings.
🔀
Route agreements based on deal values and filters
Send specific eversign templates automatically depending on Pipedrive deal filters, product selections, or deal stage updates.
📊
Keep Pipedrive records updated throughout signing
Track whether documents are sent, viewed, or signed directly inside Pipedrive notes and custom fields as the agreement progresses.
🔍
Prevent duplicate records during agreement creation
Search existing Pipedrive contacts and organizations before creating new deals or updating records with eversign signer data.
⏱️
Handle later agreement status changes effortlessly
Trigger automated follow-ups, deal status changes, or task creation whenever an eversign document is declined, expired, or completed.
🔗
Extend your workflow to apps like Google Sheets
Connect eversign and Pipedrive to spreadsheets, email platforms, or team chat apps to build complete multi-step business operations.
And much more...

Who is eversign + Pipedrive integration for?

Sales teams, business owners, and account managers connect eversign and Pipedrive to eliminate manual data entry, accelerate deal closures, and keep records accurate.

Sales Operations Leaders
Sales Operations Leaders
Account Executives
Account Executives
Project Managers
Project Managers
Sales Managers
Sales Managers
Customer Success Leads
Customer Success Leads
Finance Administrators
Finance Administrators
📈
Sales Operations Leaders
You manage pipeline reporting across multiple teams, but contract status updates lag behind actual deal closures because reps forget to log signed paperwork — with this integration, every completed eversign document updates Pipedrive instantly and your revenue dashboards stay accurate.
Account Executives
You need to initiate onboarding the moment a client signs, but manual handoffs cause delays that frustrate new customers — with this integration, every signed agreement triggers Pipedrive updates immediately and keeps your sales momentum moving forward.
📋
Project Managers
You depend on signed contracts to kick off deliverables, but tracking down final copies from eversign slows down project scheduling — with this integration, every finalized agreement creates a Pipedrive deal and populates your project tracking sheets without delay.
💼
Sales Managers
Your team handles high volumes of outbound proposals daily, and manual CRM logging leaves dangerous gaps in client communication histories — with this integration, every document sent and signed flows into Pipedrive automatically.
🤝
Customer Success Leads
You own the relationship after the ink dries, but waiting for manual notifications means you find out about closed deals too late — with this integration, every completed eversign document alerts your team and updates Pipedrive records instantly.
🗂️
Finance Administrators
You rely on precise records for revenue recognition, but missing signed document links in Pipedrive cause frustrating audit delays — with this integration, every agreement lifecycle event is captured cleanly and stored alongside your deals.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate eversign + Pipedrive

Build and manage your eversign + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect eversign + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect eversign to Pipedrive?
Frequently Asked Questions
You can connect eversign to Pipedrive in just one click using Integrately. Choose from pre-built templates or ask Integrately AI to configure your exact workflow with HubSpot, Slack, or Google Sheets.
Can I automatically create Pipedrive deals when eversign documents are completed?
Frequently Asked Questions
Can I connect eversign, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for eversign and Pipedrive?
Frequently Asked Questions
How does eversign document data sync with Pipedrive fields?
Frequently Asked Questions
Can Pipedrive triggers send eversign document templates automatically?
Frequently Asked Questions
Do I need coding skills to automate eversign and Pipedrive?
Frequently Asked Questions
Is the eversign and Pipedrive integration free?
Frequently Asked Questions
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