We are thrilled to announce our latest CRM integration: Pipedrive. By connecting Doc2 with Pipedrive, you can now eliminate copy-paste errors and move from a closed deal to a signed contract in record time.
Pipedrive is a powerhouse for over 100,000 growing sales teams globally. Our goal is to make Doc2 the natural extension of that workflow, ensuring your contract management is as streamlined as your sales pipeline.
What does the Pipedrive integration do?
This integration bridges the gap between your sales CRM and your document automation. Once connected, you can pull data directly from Pipedrive into your Doc2 templates.
In practice, this means you can search for a Deal, Person, or Company within Doc2 and instantly populate your contracts with key metadata, such as company names, addresses, deal values, and specific product descriptions. No more manual entry, no more typos, and no more jumping between tabs.
But it doesn’t just pull data; it pushes it back too. Once a document has been eSigned by all parties, Doc2 will automatically reattach the signed PDF to the relevant Person and Company in Pipedrive. Your records stay updated without you lifting a finger.
How do I set it up?
Getting your Pipedrive workflow running is straightforward:
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Connect your account: Go to the Apps page under Settings in your Doc2 dashboard and select Pipedrive and then Install Now.
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Map your templates: Head to Edit Template on the document you wish to automate.
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Identify lookup field: Find the field you want to conduct the look up from, set it as an App Integration then Pipedrive.
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Map the fields: Map the specific Pipedrive fields (Deals, Person, or Company) to your document fields.
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Submit: You’re ready to start signing!
You can also select which documents get pushed straight into Pipedrive once they are eSigned.
If you hit any snags during setup, our team is available via the live chat to help you get synced up.
Streamlining the sales lifecycle
The real value of this integration is the full-circle workflow. For sales professionals, the period between winning a deal and getting a signature is a critical window. By automating the data pull from Pipedrive Company, you ensure legal accuracy from the start.
Furthermore, the automatic filing of signed contracts back into Pipedrive ensures that your account managers and legal teams always have access to the latest executed agreements without having to hunt through email threads or Doc2 folders. It’s about compliance, visibility, and saving time where it matters most.
Compatibility and Support
The Pipedrive integration is designed to work across various Pipedrive plan levels, ensuring that whether you are a small team or a large enterprise, you can benefit from automated document workflows.
Want a different integration? Is your team using a different CRM or data source? We are constantly expanding our ecosystem based on user feedback. Drop us a message on the live chat or email us at enquiries@doc2.co with your suggestions.
If you’re a Pipedrive user but haven’t experienced the speed of Doc2 yet, click the button below to see how we can transform your document handling.
