Pipedrive Integration with Docubee
Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with Docubee (formerly OnTask) via Zapier to automate your revenue-generating tasks.
About the Pipedrive Integration
OnTask’s Pipedrive integration eliminates human error on important documents. Enhance your sales process by automating document generation, review, and signature collection for the agreements and contracts that power your business.
What You Need
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- Docubee account
- Pipedrive account
How to Get Set Up
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- Create your Docubee workflow
- Login to Pipedrive
- Connect Docubee to Pipedrive via Zapier
Pipedrive Docubee Benefits
Stop wasting time creating documents. Collect customer data with ease with our Pipedrive integration.
Fewer Errors
Digital documents allow you to create required fields so that you get the right data from customers the first time.
Less Data Entry
The Docubee Pipedrive integration lets you collect information through forms and documents and automatically send it to Pipedrive CRM. That means less repeat work and data entry.
Easy Document Generation
With Docubee, you can merge data and generate documents with a few clicks of a button to eliminate manual document creation.
Secure eSignature Collection
Get eSignatures on contracts and other important documents
Use our Pipedrive Integration to:
- Generate contracts and sales documents
- Collect data and send it between platforms
- Gather legally binding eSignatures
View More Integrations
See our full list of integrations.
Google Drive
Stay in sync. Automatically export documents into Google Drive as part of your workflow for easy cross-platform access.
Salesforce
Sales, HR, and marketing teams rejoice. Using Docubee’s Salesforce integration, you can automatically export documents into Salesforce’s web-based CRM as part of your workflow.
Zapier
Have a CRM, HRIS system, or other client management tool you can’t live without? Using Docubee’s Zapier integration, you can connect the apps you love and let the productivity flow.
Keap
Put your focus on gaining new customers by automating the agreements that power your sales cycle with our Keap integration powered by Zapier.
OpenAI | Zapier
Easily generate unique documents using Docubee’s ChatGPT by OpenAI integration, powered by Zapier. This new integration allows you to enter text to generate a document using AI, edit the document as needed, and send it out for signature. Try it out for yourself.
SharePoint
Manage and store documents with ease. Docubee’s Sharepoint integrations allow you to export documents to SharePoint’s powerful web-based team collaboration software as part of your workflow.
Dropbox
Access the documents you collect in the platforms you’re already using. Docubee’s Dropbox integration allows you to collect responses from users, and automatically send completed forms and documents to your desired Dropbox location.
Capsule CRM
Capsule CRM is designed to help businesses win more sales and nurture existing relationships with the tools small and medium sized businesses need to thrive. Fully automate the collection NDAs, sales contracts and agreements with Docubee’s Capsule CRM integration.
Pipedrive
Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with Docubee via Zapier to automate your revenue-generating tasks.Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with Docubee via Zapier to automate your revenue-generating tasks.
Frequently Asked Questions
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What is Pipedrive best for?
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How does Pipedrive integrate with Docubee?
Don’t See the Integration You’re Looking For?​
We’re here to ensure you have the tools to succeed. If you don’t see the integration you’re looking for, request it here.
How does Pipedrive integrate with Docubee?
The Pipedrive integration works through the power of Zapier. Zapier connects Docubee and Pipedrive through the use of webhook triggers. Once a document is completed in Docubee, Zapier is triggered to send information and documents collected into Pipedrive.
