Zoho Sign
Pipedrive
integromat

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.

Zoho Sign and Pipedrive can also be integrated using automation tools other than integromat:

Diagram

Create Pipedrive CRM deals when a new Zoho Sign is completed
Workflow diagram: Zoho Sign + Pipedrive integration

How it works?

When this trigger fires in Zoho Sign

Zoho Sign

Watch Document Completed in Zoho Sign

Triggers when a document has been completed by all recipients.

Then this action happens in Pipedrive

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.

    Create Make.com account if you don't have one.

  • Connect Zoho Sign to Make.com.

    Connect Zoho Sign to Make.com.

    Give Make.com access to your Zoho Sign account, using Zoho Sign credentials.

  • Connect Pipedrive to Make.com.

    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

    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

    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

    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 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!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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  • Pipedrive

    New person

    Triggers when a new person is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal matches a Pipedrive filter.

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    triggerbyzapier
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

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    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

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    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Zoho Sign

    Send template

    Send a template for signing

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    actionbyzapier
  • Zoho Sign

    Make an api call

    Performs an arbitrary authorized API call.

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    actionbyintegromat
  • Zoho Sign

    Download document

    Downloads a Zoho Sign document

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    actionbyintegromat
  • Zoho Sign

    Get document details

    Gets the details of a document

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    actionbyintegromatzapier
  • Zoho Sign

    Get document field data

    Gets the details of the document filled by signers.

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    actionbyintegromat
  • Zoho Sign

    Send a document

    Sends out a document for signature from recipients as specified. Uploaded file must contain fields specified as text tags.

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    actionbyintegromat

Apps you need

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.