Introduction
Managing deals in Pipedrive requires speed, accuracy, and timing. But manual updates, follow-ups, and version tracking often create friction.
With BoloSign’s native Pipedrive integration, you can fully automate contract workflows. That means:
Send contracts directly from deal records
Auto-fill documents with Pipedrive data
Automatically update deal stages based on document status
Attach signed PDFs to Pipedrive deals
No more toggling between tabs or chasing updates. Once configured, your contracts move deals forward—automatically.
Let’s walk through how it works, step by step
Setting Up Document Automation in Pipedrive
Step 1: Navigate to PDF Templates
Head to the Documents section inside BoloSign and select PDF Templates. This is where you manage all your reusable contract formats.
🔄 You can either upload a new document or choose an existing template.
Step 2: Upload or Edit Your Template
Upload your contract, sales agreement, NDA, or any recurring document that you'd like to automate. You’ll now be inside the drag-and-drop editor.
Step 3: Add Fillable Fields
Drag input boxes, signature fields, checkboxes, and text fields onto your PDF as needed.
This step sets the groundwork for adding dynamic CRM data.
Step 4: Access the Pipedrive Integration Panel
In the right-hand sidebar, you’ll see an option for Pipedrive. Click on it to open your integration controls.
This panel is your command center for:
Importing Pipedrive variables
Configuring automation rules
Linking documents to active deals
Step 5: Insert Pipedrive Variables
Click “View related variables” under the Pipedrive section. You’ll now see all available fields from your CRM.
Here are examples you can add:
Field Name | Description |
| The name/title of the deal |
| Main contact's name for the deal |
| The expected close date |
| Total deal value |
| Current stage of the deal |
Simply drag these variables onto your document where you want them to appear. When a deal is linked later, these values will be pulled directly from Pipedrive.
Configuring Automation Rules
Once your fields are set up, it's time to connect your template to pipeline logic.
Step 6: Click Configure Rules
In the Pipedrive panel, select “Configure Rules”. This opens a new window where you can define what should happen when the document’s status changes.
You’ll find two key automation toggles:
Rule 1: Attach PDF to Pipedrive
Toggle: ON
This automatically saves a copy of the generated/signed PDF to the Attachments section of the linked Pipedrive deal.
You’ll never have to upload or email documents manually again.
Rule 2: Change Pipedrive Deal Stage
Toggle: ON
This feature updates the stage of the linked deal based on document status.
Here’s how to set it up:
➤ Select the Pipeline
Choose the pipeline you want the automation to apply to (if you manage more than one).
➤ Define Triggers
For example:
When Document Status =
SENT
→ Update stage to:QualifiedWhen Document Status =
COMPLETED
→ Update stage to:Appointed Sceduled
This ensures the deal progresses the moment the document is sent or signed—without your team needing to update anything.
➤ Save Rules
Once rules are set, hit Save to activate them.
Linking a Document to a Deal
Now that your automation rules are live, here’s how they get triggered:
Step 7: Send a Document
From the Send screen:
Click “Select Deal”
Search for and select the Pipedrive deal you want to link
Click Link
The template now pulls all relevant CRM values automatically into the contract.
Watch the Automation in Action
✅ 1. Document Sent
After clicking Send for Signature, the document is sent to the recipient, and the deal stage in Pipedrive instantly updates to "Contract Sent".
✅ 2. Document Signed
Once all required parties sign the document:
BoloSign marks the document as
COMPLETEDThe deal stage updates to "Appointed Scheduled" (or whichever you defined)
A signed PDF is attached to the deal
This real-time sync ensures that your pipeline always reflects contract progress.
Use Case Example: Real Estate Team
Let’s say your sales rep sends out a purchase agreement.
With BoloSign automation:
The deal stage shifts to “Agreement Sent” as soon as the document goes out
Once signed, the deal auto-updates to “Deal Closed”
The signed contract is stored in the deal record—ready for review, auditing, or follow-up
All of this happens with zero manual steps.
FAQs
Q1: Does this feature require any developer setup?
No. Everything can be configured using the BoloSign visual editor—no code, no API required.
Q2: Can I apply automation rules to specific pipelines only?
Yes. You can define automation criteria separately for each pipeline within your Pipedrive account.
Q3: What happens if I edit the deal manually?
Manual edits are fully supported. Automations only trigger when a document’s status changes.
Q4: Can I disable automation for individual documents?
Yes. You can toggle automation off at the template level anytime.
Q5: What Pipedrive fields are supported as variables?
All standard and custom deal fields are supported—Deal Title, Close Date, Value, Contact Name, etc. Just click “View Related Variables” to browse and insert.
Conclusion
Pipedrive + BoloSign means your contracts don’t just live in your CRM—they drive it.
Templates stay dynamic with live deal data
Contracts push deals forward on their own
Signed PDFs get saved automatically
You focus on selling—not CRM upkeep
Set it once. Close deals faster. Stay in control.