Pipedrive + eSign Genie Integrations
Put Pipedrive + eSign Genie to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Pipedrive and eSign Genie
See the kind of workflows teams build with Pipedrive and eSign Genie below — describe the exact one you want above and the Agent builds it on demand.
Pipedrive + eSign Genie
When a new contact is created in Pipedrive, generate a new document folder from a template in eSign Genie.
Send contracts automatically when deals reach late stages
When a deal stage changes in Pipedrive, automatically send a signature envelope in eSign Genie to keep sales velocity moving without delay.
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Close deals automatically upon contract execution
As soon as an envelope is signed in eSign Genie, automatically update the deal stage in Pipedrive to closed-won and record the progress.
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Log activity in CRM when agreements are declined
If an envelope is declined in eSign Genie, automatically log activity in Pipedrive so sales reps can immediately address client concerns.
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Browse the full workflow library →
Looking to achieve something else with Pipedrive and eSign Genie?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Pipedrive and eSign Genie
Everything Pipedrive and eSign Genie can do inside a workflow — the triggers that start one and the actions that run when it fires.
Pipedrive Explore Pipedrive →
Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.
TriggersTriggers when an activity newly matches a Pipedrive filter for the first time.
Triggers when a new activity is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a new deal is created.
Triggers when a lead is created.
Triggers when a new comment is added to a note.
Adds a discount to an existing deal.
Adds an existing label to an existing person.
Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
Add product variation to a product.
Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
Creates a new deal.
eSign Genie Explore eSign Genie →
eSign Genie is an electronic signature tool for sending, signing, and tracking legal documents online securely.
TriggersTriggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Create a Folder from Template.
Other CRM apps on Knit
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AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other E-Sign apps on Knit
Explore more E-Sign integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Adobe Acrobat Sign
Adobe Acrobat Sign is e-signature software designed for sending, signing, and managing digital agreements.
Adobe Sign
Adobe Sign is e-signature software that enables users to send, sign, track, and manage electronic signatures.
Anvil
Anvil is a paperwork automation platform that provides e-signatures, webforms, and PDF generation tools for business workflows.
BoldSign
An enterprise electronic signature software that enables users to securely send, sign, and manage legally binding digital documents.
BoloForms
An electronic signature and document approval tool designed to collect legally binding e-signatures on digital documents.
BreezeDoc
BreezeDoc is a digital document signature platform that enables users to send, track, and legally sign electronic contracts and agreements online.
Clicksign
Clicksign is an electronic signature platform that enables Brazilian businesses to sign, manage, and legalise digital documents online.
Concord CLM
Concord CLM is a contract lifecycle management platform that allows teams to negotiate, sign, and store legal agreements online.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Pipedrive + eSign Genie
Is there a pre-built Pipedrive + eSign Genie automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Pipedrive and eSign Genie's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Pipedrive or eSign Genie connector?
No. The Agent works whether or not Pipedrive or eSign Genie already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why should I integrate Pipedrive with eSign Genie?
Integrating both tools automates contract delivery during sales negotiations and updates sales pipeline stages instantly when agreements are signed or declined.
Can signed documents automatically mark deals as won?
Yes, completing a document signature in eSign Genie can instantly update the corresponding opportunity stage to won in Pipedrive.