How about limiting your contract handling to a simple drag and drop action? Well, that’s possible using Contractbook and Pipedrive. Of course, it requires meeting a couple of criteria in regards to the complexity of your agreements. Read on to enlighten yourself, get inspired, and maybe even improve on your workflow.
Imagine a new lead arrives in your pipeline at the very first stage and the next step is to get some sort of power of attorney, cooperation agreement, or other contract signed before proceeding. If these types of agreements initiating new partnerships are somewhat universal, you can create, sign, and forward them to your customers to sign digitally by dragging and dropping them to the next stage in your pipeline. Sounds interesting? Agreed! It’s smart and what is even better, is that once the customer signs their agreement, the specific deal in your pipeline automatically moves to the correct stage.
Here’s what you need to get started:
- Contractbook account
- Pipedrive Essential account
- Zapier account (free)
How to set up your integration with Pipedrive
- Have your Contractbook and Pipedrive API keys ready if these accounts aren’t already connected to your Zapier account.
- Log in to Zapier (or create a Zapier account) and create a new Zap. Now choose Pipedrive as your trigger app, select Updated Deal Stage as your trigger event, and specify the stage which will activate your integration.
Example: If stage two, called Send contract, should activate your integration, then this is the stage you need to select. In other words, the trigger activates when a new deal is moved to the defined stage. When testing your trigger step and finding data sets you must have the required information available to generate and send the contract in your next step. Contractbook requires an email address and the name of the recipient as a minimum to send the contract. As such, these must be registered on the deal in Pipedrive.
- Now add your action step in Zapier. Choose Contractbook and select the action Create Contract. Simply connect your Contractbook account and start customising your auto-generated contract by combining your data points from the deal in Pipedrive to their respective fields in the contract template.
Example: Add the data point Person ID Email from Pipedrive to Recipient Email in your Contractbook template. Add the data point Owner Name from Pipedrive to Full Name in your Contractbook template.
Important: Make sure to name the title of the contract the same as the deal in Pipedrive. You’ll be able to specify this in the field Contract Title. An example of a good way to do this is naming your contracts [Your company name] x [Client name]. Depending on the number of variable input fields in your agreement, you’ll need the same data points from your deal in Pipedrive to correctly finalise the agreement.
- Turn on your Zap!
For your deal to automatically move to another stange after the customer has signed the agreement, you need to create a second zap following the steps listed below:
- Make an entirely new Zap. Choose Contractbook as the trigger app and select Contract Updated as your trigger event. Specify the trigger event by choosing Signed when customising the trigger.
- Add your second step using Pipedrive and choose Update Deal as your action event. After connecting your Pipedrive account select Add a Search Step in the Customize Deal step of setting up your integration. A pop-up module will appear which asks whether you would like to add this search step as the new second overall step of your Zap. Chose Ok, add it!.
- In the Customize Deal step, setField to Search By to Title and in the field below, attach the data point Contract Title from Contractbook. This has to match the title which you’ve previously defined in step 3 above. Lastly in this step, be sure to choose Yes to Search for an Exact Match?.
- In your third and last step of the integration, Update Deal in Pipedrive, your search step will automatically have found the right deal to move when the relevant contract has been signed. You simply need to define which stage the deal should move to under Stage.
- Now turn on your second Zap and do your first “real” test!
If you have any questions for any of the steps above be sure to reach out in our support chat to get in touch with one of our integration specialists. We will be more than happy to help!