Quick summary
The Pipedrive DocuSign integration lets sales teams send and manage contracts directly from their CRM without switching tools. This step-by-step walkthrough covers the full authorization and installation process inside the Pipedrive Marketplace.
Steps
- On your Pipedrive dashboard, click "Marketplace."
- Search for "DocuSign" in the search bar.
- Click "Try now" to proceed with the DocuSign app.
- Select "Authorize" to begin the authorization process.
- Hit "Next" to continue through the setup flow.
- Select "Allow and Install" to install the DocuSign integration.
- Click "Allow Access" to grant Pipedrive permission to connect with DocuSign.
