Integrating with Pipedrive will enable you automatic draft creation and Pipedrive deal updating.
Here are the steps of the most usual use case for this automatic workflow:
- Connecting with Pipedrive
- 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)
- Trigger: Contract is fully signed
- Action: Update deal (the deal properties in Pipedrive are automatically updated)
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.
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.