eversign + PipelineDeals Integration

Connect eversign to PipelineDeals - Automate your workflows in 1-click

With eversign automations, you can send documents for electronic signatures, track the signing process, and manage signed documents centrally. Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between eversign & PipelineDeals using Integrately.

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Ready Workflows For eversign + PipelineDeals Integration

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Send eversign document for Deal status is changed in PipelineDeals

PipelineDeals + eversign Integration

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Create Your Own eversign & PipelineDeals Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

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Document is Completed in eversign
Triggers the automation whenever a particular document is completed
Instant
Document is signed in eversign
Triggers the automation whenever a document is signed
Instant
Document is sent in eversign
Triggers the automation whenever a document is sent to the recipient
Instant
Person is created in PipelineDeals
Triggers the automation whenever a new person is created
Instant
Company is created in PipelineDeals
Triggers the automation whenever a new company is created
Instant
Deal is created in PipelineDeals
Triggers the automation whenever a deal is created
Instant
Deal status is changed in PipelineDeals
Triggers the automation whenever the deal status is changed
Instant
Deal is moved in PipelineDeals
Triggers the automation whenever a deal is moved with
Instant

Send document using template in eversign
Automatically sends a document using a pre-designed template
Download document in eversign
Automatically download a particular document to a location
Create Deal in PipelineDeals
Automatically generates a new deal with
Update Deal in PipelineDeals
Automatically updates deal information based on new criteria or changes
Create Person in PipelineDeals
Automatically generates a new person
Update Person in PipelineDeals
Automatically updates the information of a person
Create Company in PipelineDeals
Automatically generates a new company profile with given details
Update Company in PipelineDeals
Automatically updates company information
Search company in PipelineDeals
Automatically find information about a company
Search deal in PipelineDeals
Automatically retrieves and find a deal
Create Task in PipelineDeals
Automatically creates a new task
Create Activity (Note) in PipelineDeals
Automatically creates a new activity with a note

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

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Integrate eversign & PipelineDeals In 1 Click
And Save Time & Money Both

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You Can Also Connect eversign or PipelineDeals With 1200+ Other Apps

eversign helps you to sign documents online with a legally binding signature. eversign is compatible with any device, operating system or browser.

See eversign Integrations

PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

See PipelineDeals Integrations