Zoho Sign integration with Pipedrive

Zoho Sign integration with Pipedrive

Available only in Enterprise edition

Zoho Sign now integrates with Pipedrive, customer relationship management software that helps small and medium businesses to manage their sales pipeline. This integration can help sales team to directly send documents required for signing to any contact stored in Pipedrive without switching multiple tabs. 

For example:
When a new lead is added to Pipedrive, the sales representative can send a non-disclosure agreement from this extension to the client directly.This will help them to save time, serve more clients or prospects, and deliver great customer experience


Prerequisites

  1. A valid Pipedrive account
  2. Enterprise edition of Zoho Sign
  3. Sufficient Zoho Sign credits (5 credits/document signature request)
OAppS Technologies Pvt Ltd, a Zoho Partner, is the creator of this extension. For integration-related assistance, please email help@oapps.xyz.

Installing the Zoho Sign app in Pipedrive

  1. Click the Marketplace icon from the left navigation pane
  2. Click See All.
  3. From the Pipedrive App Marketplace search bar, search for Zoho Sign and select the app.
  4. Install the app by clicking the Install now button.
  5. You will be redirected to a new tab where you will be asked to install the extension. Click Allow and Install.
  6. Click Authorize and enter your Zoho Sign credentials. Click Complete Installation.
  7. Click Accept to complete the installation.
  8. Click the Pipedrive button to be redirected to the Pipedrive home page.

How to send a document from Pipedrive

  1. Click the contacts icon from the left navigation pane.
  2. Click the contact's name to open the contact's window.
  3. From the Zoho Sign panel on the left, you can either send a document from Pipedrive, or select a template.
  4. Enter the recipient details and click Preview, after which, Zoho Sign will be opened in a new tab, where you can preview the template and send it out for signature.
  5. Once the document is uploaded to Zoho Sign, click CLICK HERE TO PROCEED to open Zoho Sign in the adjacent tab.
  1. To upload documents in Pipedrive, click Files and drag the files or select from your local storage.
  2. The uploaded template/file can be found in under Draft.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Integrating Zoho Sign with Zoho Inventory

                                                                                                                          Available on SA, CA, JP, AU, EU and US data centres Zoho Sign now offers an integration with Zoho Inventory. Users can now digitally sign invoices before sending them to customers. This allows businesses to swiftly generate legally compliant tax ...
                                                                                                                        • Integrating Zoho Sign with Zoho People

                                                                                                                          Available in all Data Centers. From onboarding documents to exit letters, the HR department handles tons of employee and company information. Most of these documents will require signatures from the employees, after which they need to be returned and ...
                                                                                                                        • Integrating Zoho Sign with Zoho Books

                                                                                                                          Available on US, EU, AU, JP and CA data centres Zoho Sign now offers an integration with Zoho Books. Through this integration, users from your organization can sign invoices and estimates before sending them to customers from within Zoho Books. Your ...
                                                                                                                        • Zoho Sign integration with Zendesk Sell

                                                                                                                          Available only in Enterprise edition and in US data center Zoho Sign now readily integrates with Zendesk Sell, a customer relationship management solution that helps the sales team of all sizes and types to maximize productivity and boost revenue. ...
                                                                                                                        • Accessing Zoho Sign from Zoho PeoplePlus

                                                                                                                          This page lists the actions supported via Zoho Sign in the Zoho PeoplePlus bundle. This includes both the actions supported via native integrations between Zoho Sign and the products in the bundle and the actions accessible directly from the Zoho ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources