How To Integrate Pipedrive With DocuSign
- Create Accounts: Ensure you have active accounts on both Pipedrive and DocuSign.
- Access Pipedrive Settings: Log in to Pipedrive and go to the settings menu.
- Find Integrations: Look for the 'Integrations' section in the settings.
- Select DocuSign: Search for DocuSign in the list of available integrations.
- Click on Connect: Follow the prompts to connect your DocuSign account to Pipedrive.
- Authorize Access: Grant Pipedrive permission to access your DocuSign account.
- Configure Settings: Adjust any settings as needed for your integration preferences.
- Test the Integration: Send a test document from Pipedrive to DocuSign to ensure it works.
- Utilize the Integration: Start using the integration to send and manage documents directly from Pipedrive.
