Zoho Sign + Pipedrive
Automate your sales e-signature workflows
Greater customer experience
Most businesses around the world use customer relationship management (CRM) software for their sales operations. With the Zoho Sign extension for Pipedrive, you can send Zoho Sign templates and documents from Zoho Sign to any contact or deal in your Pipedrive account.
Popular use cases
Send pre-filled sales templates out for signature to any contact.
Track the status of documents sent in your Zoho Sign account.
Faster document turnaround time in a sales pipeline.
How does this integration work?
Add the Zoho Sign extension to your Pipedrive account directly from the Pipedrive App Marketplace.02
Enter your login credentials to authorize your Zoho Sign account; upon successful authentication, you can navigate to the Pipedrive home page.03
You can either send the document from Pipedrive or select any pre-filled Zoho Sign template to send the document out for signature.04
If you uploaded the document from your Pipedrive account, you will be taken to the Zoho Sign website to complete the digital signature workflow before sending it out for signature.05
If you have chosen a pre-filled Zoho Sign template, you will be taken to the preview page in Zoho Sign before the document is sent out for signature.