How to connect Pipedrive and DocSend
Popular Workflows for Pipedrive and DocSend Integration
By integrating Pipedrive with DocSend, users can create custom workflows that save time and increase efficiency. Here are some of the most popular workflows that can be achieved through their integration.
- Add important tasks to a personal to-do list
- Add new leads to CRM or Customer support platform
- Distribute content across social media platforms
- Engage new leads with a personalized message
- Add leads to a nurture campaign
Workflow Automation Platforms supported by Pipedrive and DocSend
You can streamline your workflow processes between Pipedrive and DocSend with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- IFTTT. IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 5$/month
Pipedrive and DocSend Integration Price
If you have decided to use a workflow automation tool to connect Pipedrive and DocSend, it's important to carefully analyze the cost of integration.
To help you better understand the pricing implications of using automation services for Pipedrive and DocSend integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.
A basic automation is a scenario that comprises of a trigger and a single action. An example of this is automatically sending an email every time someone fills out a form.
| Automation Platform | 100 | 1K | 10K | 100K |
|---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Triggers and Actions supported by Pipedrive and DocSend
Integrating Pipedrive and DocSend often involves finding automation that is suitable for your business request.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
Our extensive collection of available Triggers and Actions from various Workflow Automation Platforms allows you to fully assess integration possibilities and make informed decisions on integrating Pipedrive with DocSend.
When this happens
Select a Trigger
Do this
Select an Action
No actions found
How to setup Pipedrive and DocSend integration
Step 1: Choose a Workflow Automation Service supported by Pipedrive and DocSend. Choose automation platform
60 seconds
60 secondsStep 2: Enable authentication for both Pipedrive and DocSend on the chosen automation platform
60 seconds
60 secondsStep 3: Choose a Trigger for Pipedrive, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for DocSend. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between Pipedrive and DocSend and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!
More integrations to Pipedrive
Take a look at the list of additional well-known Pipedrive integrations. Pipedrive Integrations
More integrations to DocSend
If you're looking for new ways to automate tasks with DocSend, check out our list of other popular integrations. DocSend Integrations
Frequently Asked Questions
Does Pipedrive integrate with DocSend?
- You can connect Pipedrive and DocSend automatically using no-code Workflow Automation Tool. Use Zapier or IFTTT to link Pipedrive and DocSend.
Can you Integrate Pipedrive and DocSend for free?
- Yes, you can use the free plan of Zapier or IFTTT to connect Pipedrive to DocSend for free, albeit with some limitations.

