An automated workflow using integromat
Connects Zoho Sign + Pipedrive
Create Pipedrive CRM deals when a new Zoho Sign is completed
About this workflow template
This automation scenario allows you to connect Zoho Sign and Pipedrive
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho Sign and Pipedrive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoho Sign
Watch Document Completed in Zoho Sign
Triggers when a document has been completed by all recipients.
Then this action happens in Pipedrive
Create a Deal in Pipedrive
Creates a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive CRM deals when a new Zoho Sign is completed.
Part I
Configure Applications
First, we need to connect Zoho Sign and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho Sign to Make.com.
Give Make.com access to your Zoho Sign account, using Zoho Sign credentials.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Zoho Sign
Choose the following trigger: Watch Document Completed (Triggers when a document has been completed by all recipients.).
Then set up an Action for Pipedrive
Choose this action: Create a Deal (Creates a deal.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Sign and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Pipedrive CRM deals when a new Zoho Sign is completed!
Related Automation Templates
Supported triggers and actions
New deal
Triggers when a new deal is created.
triggerbyzapierautomateiopabbly-connectpipedreamiftttalbatoNew person
Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
triggerbyzapieralbatoUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectalbatoUpdated deal
Triggers when an existing deal is updated.
triggerbyzapierautomateiopabbly-connectpipedream
Send template
Send a template for signing
actionbyzapierMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatDownload document
Downloads a Zoho Sign document
actionbyintegromatGet document details
Gets the details of a document
actionbyintegromatzapierGet document field data
Gets the details of the document filled by signers.
actionbyintegromatSend a document
Sends out a document for signature from recipients as specified. Uploaded file must contain fields specified as text tags.
actionbyintegromat
Apps you need
Pipedrive alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
