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pipelinedeals + Adobe Sign Integrations

Syncing pipelinedeals with Adobe Sign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

About Adobe Sign

Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.

Adobe Sign Integrations
Connect pipelinedeals + Adobe Sign in easier way

It's easy to connect pipelinedeals + Adobe Sign without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • Document Signed

    Triggers when a new document signed

    Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Send Agreement

    Creates an agreement. Sends it out for signatures.

How pipelinedeals & Adobe Sign Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Adobe Sign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from pipelinedeals to Adobe Sign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of pipelinedeals and Adobe Sign

pipelinedeals

Pipelinedeals is a B2B (Business-to-business. e-commerce platform. It allows businesses to sell goods and services online. It is similar to Amazon, eBay and Etsy.

Adobe Sign

Adobe Sign is an e-signature platform. It allows users to electronically sign documents without requiring paper. It is available on mobile device, computer and tablet. Adobe Sign has features such as tracking and monitoring, cplaboration and management of signatures.

Integration of pipelinedeals and Adobe Sign

Pipelinedeals and Adobe Sign can work together to enable the e-sign of a contract. This can be done through pipelinedeals’s integration with Adobe Sign. The process would go like this:

  • A sales representative would create a contract in pipelinedeals, add it to a batch, and submit it to the sales manager for approval.
  • Upon approval by the sales manager, the contract would be sent to Adobe Sign for signing.
  • Once signed, the contract would be sent back to pipelinedeals for final approval and then managed internally or externally.
  • The contract will start managing the sale by generating invoices, shipping notices and tracking payments using the tops provided by pipelinedeals.
  • If the customer(s. accept the terms of the contract, they will then sign the contract electronically within Adobe Sign (not shown in the diagram. The signature could be cplected from Adobe Sign if needed. The sale would then be completed (not shown in the diagram.

Benefits of Integration of pipelinedeals and Adobe Sign

E-signing a contract provides the fplowing benefits:

  • It reduces the risk of fraud since there are no paper contracts which can be forged or altered. It also cuts down on printing cost since there is no paper to print out a contract.
  • It speeds up the process of creating and managing contracts (invoicing, shipping, etc.. There is no need to print or email contracts to customers (or vice versa. as everything would be done electronically. Moreover, it makes everything more organized since it is all digital instead of being spread out over several paper memos.
  • It increases transparency since it is easier to track changes and see the status of a transaction using software tops than tracking paper memos. Since it is all digital, it is also easier to backup against loss of data. There is also less chance that a contract gets misplaced or destroyed due to physical damage (water damage, torn pages, etc.. if it is all electronic.

The process to integrate pipelinedeals and Adobe Sign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.