How can I use Contractbook and Pipedrive integration?

Integrating Contractbook with Pipedrive will enable your team's automatic draft creation and Pipedrive deal updating.

Can I see a demo of Contractbook x Pipedrive?

🚀 Watch this quick demo and learn how your sales team can use Contractbook with Pipedrive. 

Steps for the in-app automation setup:

  • Connecting with Pipedrive 

    Creation phase:

  • Trigger: The deal stage is changed (a deal is moved in your Pipedrive pipeline)
  • Action: Create a draft (a new draft in Contractbook is automatically created)

    Post-signature phase:

  • Trigger: Contract is fully signed
  • Action: Update deal (the deal properties in Pipedrive are automatically updated)

In this article, we will show you how to execute the complete configuration with our in-app automation builder.

Accelerate your deal flow with Contractbook 

Contractbook is an all-in-one contract automation platform that allows you to create, sign, and organize your contracts in a single streamlined flow. Thanks to a dynamic and data-rich format, Contractbook unlocks business intelligence in your contracts and enables you to build automated workflows.

Connect Contractbook to your CRM system and automate the entire sales journey for a faster, more cost-efficient process that really scales.

With Contractbook in-app Pipedrive integration, you can make pipeline and contract management simple. 

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Contractbook and Pipedrive are integrated together via our Automation builder to allow you to generate contracts from deal stage updates and sync back/validate data from signed contracts.

With a Contractbook and Pipedrive integration, you can automatically send a contract via Contractbook just by moving a deal in your Pipedrive pipeline. Then once the contract has been signed the deal will automatically move to the correct stage in your pipeline.

You ensure that your post-signature process reflects any changes in a contract by synchronizing all data back to the Pipedrive properties they came from.