📖 Table of contents
You can connect your Pipedrive account to your Yousign account: you’ll be able to use your Pipedrive contacts in your signature requests, templates, and forms, to add them as signers, approvers, or followers in one click.
Discover Pipedrive contacts connector
Pipedrive contact connector allows you to leverage directly in Yousign all your Pipedrive contacts to save time when creating your signature requests. You don’t have to copy and paste all your contact information: if they are available on Pipedrive, everything is accessible directly in Yousign.
Your Pipedrive contacts data are not stored in Yousign: Yousign leverages contacts for signature requests, templates, and forms creation, these contacts are not stored in Yousign's contacts book.
Connect Pipedrive to Yousign
Every user of your organization can connect Pipedrive to Yousign (owner, admin or member):
Click on the “Integrations” tab menu.
Go to the Connectors Page.
Click on “Connect” beside the Pipedrive frame: you will be redirected to Pipedrive.
Select the Pipedrive account you want to connect with Yousign (you may have to log back on Pipedrive).
Follow Pipedrive instruction to validate the connexion.
Close the validation modal.
You can now leverage all your Pipedrive contacts while adding a signer!
You can connect Pipedrive to Yousign only if you have a Pipedrive account with admin rights. Your Pipedrive email account doesn’t need to be the same as your Yousign account email.
You can at any time disconnect your Pipedrive account, and discover how.
Use your Pipedrive contacts in Yousign
Once your Pipedrive Connector is live, you will be able to leverage all your Pipedrive contacts when adding a signer, an approver, or even a follower to a signature request, a template, or a form.
Important: all users from your organization will have access to your Pipedrive contacts, with no possible differentiation by role or workspace.
Add a Pipedrive contact as a signer
Creating a signature request with your Pipedrive contacts follows the same creation process as a signature request, with some differences.
When preparing your document, you will need to follow the additional conditions:
Click on “Add a Signer”.
Select “Pipedrive”.
Search your Pipedrive contact: draft at least 3 characters of the contact email.
Searching by first name or last name is not supported (only email).
Select it (you will see the logo of Pipedrive at the right of the name).
Change any information you need (it will not impact the information in Pipedrive) :
First Name
Last Name
Email
Phone
Language
If needed, save the contact in your contact book.
Click on “Add signer”.
Drag and drop the fields you need on your documents.
As always you can add up to 100 signers per signature request (from Pipedrive, or your contact book, or a mix!)
Add a Pipedrive contact as an approver
Adding an approver with your Pipedrive contacts follows the same creation flow as a "classic” approver, with some differences.
When preparing your document, you will need to follow the additional conditions to add a Pipedrive contact as an approver:
Click on “Add an Approver”.
Select “Pipedrive”.
Search your Pipedrive contact: draft at least 3 characters of the contact email.
Searching by first name or last name is not supported (only email).
Select it (you will see the logo of Pipedrive at the right of the name).
Change any information you need (it will not impact the information in Pipedrive) :
First Name
Last Name
Email
Phone
Language
If needed, save the contact in your contact book.
Click on “Add approver”.
As always you can add up to 10 approvers per signature request (from Pipedrive, or your contact book, or a mix!)
Add a Pipedrive contact as a follower
When setting up your signature requests, templates or forms, you will need to follow the additional conditions to add a Pipedrive contact as a follower:
Go to the Followers section.
Select “Pipedrive”.
Search your Pipedrive contact: draft at least 3 characters of the contact email.
Searching by first name or last name is not supported (only email).
Select it (you will see the logo of Pipedrive at the right of the name)
As always you can add up to 100 followers per signature request (from Pipedrive, or your contact book, or a mix!)
Disconnect Pipedrive contacts connector
You can disconnect Pipedrive Connectors at any time (even if you don’t have a Pipedrive account) :
Click on the “Integrations” tab menu.
Go to the Connectors Page.
Click on “Disconnect” beside the Pipedrive frame.
Confirm that you want to disconnect your Pipedrive account.
Disabling the contacts connector revokes access for everyone in your organization.