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. Enlighten yourself, get inspired and possibly even improve your workflow.
Here’s what you need to get started:
- Contractbook Business Account (27€ monthly)
- Pipedrive Essential Account (15€ monthly)
- Zapier Account (free)
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 initial agreements initiating new partnerships are somewhat universal, you could potentially be creating, signing and digitally forwarding such agreements for the customers digital signing with one drag-and-drop to the next stage in your pipeline.
Sounds interesting? Agreed, it’s smart - and even better; once the customer signs their agreement, the specific deal in your pipeline automatically moves itself to the next stage initiation whatever might be your next step.
How to set up your integration
- Be sure to have your Contractbook and Pipedrive api-keys ready if these accounts aren’t already connected to your Zapier account.
- Log into Zapier 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 shall activate your integration.
Example: If stage two, named “Send contract”, shall activate your integration, then this is the stage you need to select. In other words, the trigger activates when a new deal is present in the defined stage.
When testing your trigger step and finding data-sets it’s important that you have the required information available to generate and send the contract in your next step. Contractbook requires minimum email and name of the recipient in order to send the contract, and therefore, these needs to be logged on the deal in Pipedrive.
- Now add your action-step, choose Contractbook and select action “Create Contract”. Simply connect your Contractbook account and start customising your auto-generated contract combining your data-points from the deal in Pipedrive to their respective places.
Example: You input datapoint “Person ID Email” from Pipedrive to “Recipient Email” in your Contractbook template. You input datapoint “Owner Name” from Pipedrive to “Full Name” in your Contractbook template.
Important: be sure to name the title of the contract the same as the deal names in Pipedrive. You’ll be able to specify this in the field “Contract Title” and for instance call your agreements “Company x [Client name]”.
Depending on the amount of vaiable input-fields in your agreement, you’ll need the same datapoints from your deal in Pipedrive in order to correctly finalise the agreement.
Turn on your Zap! In order for your deal to automatically move itself after the customer have signed the agreement, you need to create a 2nd zap following the steps below.
- Make an entirely new zap, choose Contractbook as trigger app and select “Contract Updated” as your trigger event. Specify the trigger event by choosing “Signed” event when customising the trigger.
- Add your 2nd 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 2nd overall step of your zap -- and yes, you do. Say “Ok, add it!”.
- In the “Customize Deal” step of setting up, select “Field to Search By” to “Title” and in the field below, select datapoint “Contract Title” from Contractbook. This has to match the title which you’ve previously defined as i.e. “Company x [Client name]”. Lastly in this step, be sure to select “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 be moved 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 2nd Zap and do your first “real” test!
If you have any questions following the steps above be sure to reach out in our support-chat and get in touch with one of our integration specialists. We will be more than happy to help!