Pipedrive and easyCRM each publish a Docusign Pipedrive integration, and Zapier and Make connect the two. If you use Smart Docs, start with Pipedrive's app. Fluidlabs builds a private app for your account when your process reaches a third system.
Pipedrive publishes and supports its own Docusign app, and easyCRM publishes another in the Pipedrive Marketplace. Disclaimer: Fluidlabs did not build these apps or the current public Pipedrive app on the Docusign App Center.
The four routes differ in where the agreement starts and in what returns to Pipedrive after the customer signs. Pipedrive's own app fits reps who build each document in Smart Docs from Pipedrive fields.
The line above each card names who publishes that route. Fluidlabs publishes none of the public routes. The last card is the private app we build for one customer.
Published by Pipedrive
Pipedrive publishes it in the Pipedrive Marketplace and supports it. You create an envelope from a Smart Docs document or a file linked to a deal or contact, then place the signature fields in Docusign. Pipedrive tracks each recipient's status and stores the signed copy.
Choose it when your reps prepare each document and the process ends once the signed copy sits in Pipedrive.
Published by easyCRM
easyCRM publishes its app, Docusign on Pipedrive, in the Pipedrive Marketplace. Its free tier shows your envelopes in a panel in the deal view. On Tier 1, reps send signature requests from the deal view, and easyCRM's app tracks envelope status through Pipedrive activities. Tier 2 passes deal data into Docusign templates.
Choose it when reps should send from the deal view without Smart Docs, or you want deal data in your Docusign templates.
Published by Zapier and Make
Zapier and Make each list Docusign and Pipedrive. On Zapier, one Zap can pair the Pipedrive trigger Updated Deal Stage with the Docusign action Trigger Workflow, which needs an IAM plan. The automation runs in the connector, and your team maintains it there.
Choose it when one automation covers the job, such as starting a Workflow Builder workflow on a stage change, and your team can maintain it.
Built by Fluidlabs for you
We build it for you alone, publish it to your Docusign accounts only, and host it. It writes signed values to deal, person and organization fields, custom fields included, and passes them to a third system, such as your ERP or billing tool. If Pipedrive's app covers your process, use it. We can set it up in your account.
Choose it when the agreement process reaches past Pipedrive and Docusign into a third system, such as an ERP or a billing tool.
| Pipedrive's Docusign app | easyCRM's Docusign app | Connectors: Zapier and Make | A private app for your account | |
|---|---|---|---|---|
| Who publishes it | Pipedrive | easyCRM | Zapier and Make | Fluidlabs, to your Docusign accounts only |
| Where it starts | From a Smart Docs document or a file linked to a deal or contact | In the deal view | In the connector, from a trigger on either product | From the Pipedrive event you name, such as a deal stage change |
| Fills the document with Pipedrive data | Yes, when you create the document in Smart Docs | Yes on Tier 2, which passes deal data into Docusign templates | Depends on the connector's actions | Yes, from the fields you name, custom fields included |
| Writes signed values back to Pipedrive fields | Not stated in Pipedrive's documentation | Not stated in easyCRM's listing | Depends on the connector's actions | Yes, to the deal, person or organization fields you name |
| Stores the signed copy in Pipedrive | Yes. Pipedrive downloads the signed documents from Docusign and stores them | Not stated in easyCRM's listing | Depends on the connector's actions | Yes, linked to the record you name |
| What it needs | A Docusign account, with the send individual messages setting inactive | Any Pipedrive plan and your own Docusign account. Sending starts at Tier 1 | A connector account | A written scope with a fixed price, then a monthly hosting plan |
Verified on 27 September 2026. The last column describes what a private app can do once we confirm it against your accounts during scoping.
Each note below comes from Pipedrive's own documentation of its Docusign app, in its terms. Pipedrive lists that app under the name Docusign. easyCRM's listing states no limits.
Pipedrive's app, listed as Docusign
A document in Smart Docs holds one active signature process. You cancel the current one before you start another on the same document.
Pipedrive's app, listed as Docusign
Pipedrive creates envelopes and receives status updates only while the send individual messages setting in Docusign is inactive. Only a Docusign admin can change that setting.
Pipedrive's app, listed as Docusign
Pipedrive's view tracker does not count views of a Docusign envelope. To count views, you share the document through Pipedrive's own sharing link.
Pipedrive's app, listed as Docusign
You download a basic version of the document at any time. The completed version and the certificate of completion download only after every recipient has signed.
Pipedrive's app, listed as Docusign
Pipedrive's listing notes that its app syncs to your default Docusign account.
For a process that reaches a third system, a private app covers the four jobs below. Pipedrive documents the API ability behind each job, and we confirm it against your Pipedrive account during scoping.
Pipedrive sends a webhook for each change to a deal, with the previous value of each changed field. The private app compares the stage and starts the Docusign workflow through the API.
The private app reads the deal with its person and organization through Pipedrive's API. It maps each custom field by its 40-character key, which differs in each Pipedrive account.
Once the agreement completes, the private app updates the deal, the person or the organization, custom fields included. It passes the same values to your ERP or billing tool.
The private app uploads the signed PDF through Pipedrive's Add file endpoint and associates it with the deal, the person or the organization.
We took each fact from the vendors' own documentation and listings. The sources list at the foot of this page links each one.
Verified on 27 September 2026.
Thirty minutes with the engineers. We map the records, the direction of travel and the edge cases.
You get a fixed scope and a fixed price in one document. It quotes hosting and maintenance too.
We build against test accounts. We walk you through the result before anything touches production.
We run your private app on infrastructure we operate. We version each deploy, so we can roll one back.
Pipedrive reports the move to Proposal made, and the private app starts the Docusign workflow, which sends the service agreement with the deal value and the person's details filled in. Your rep uploads no file.
After the customer signs, the private app sets the next stage and writes the signed date to a custom field. Your pipeline then shows signed deals with no manual update.
The private app files the signed copy on the organization record, so an account manager who opens the organization at renewal finds the contract there.
The documents your security team will ask for exist, are current, and are ready to hand over. Terms of service and the privacy policy are published on this site.
EUR 1M technology and cyber insurance, evidenced on request.
Independently certified by Swiss Approval, current to May 2027 and verifiable through the issuing body.
GDPR, UK GDPR and Swiss FADP covered, with the EU standard contractual clauses incorporated. Read it now, request the version for signature.
Licence, support response targets, availability, IP and liability for your use of the extension apps. Personal data stays with the DPA.
Certifications, hosting and encryption, access control, secure development, monitoring and incident response, in one document for your security assessment.
The Security & Data Protection Overview and the DPA prepared for signature are provided on request: , or email secops@fluidlabs.com.
Thirty minutes with an engineer, then a written scope with a fixed price.
Opens a short form here. You stay on this page.
Each vendor fact on this page comes from one of the pages below.
Pipedrive and the other product names and logos on this page are trademarks of their owners. Fluidlabs uses them to identify the products. Their use implies no endorsement. Docusign is a trademark of Docusign, Inc. To ask us to remove a mark, email hello@fluidlabs.com.
