Automate your sales processes in a few minutes
With our Zapier Integration, you can automatically generate a contract from a Pipedrive deal.
Your sales teams work on Pipedrive, and you want to save them time when generating and sending contracts to your prospects or customers?
Nothing could be simpler, in just a few steps you'll be able to:
Automatically create a contract on Tomorro, from one of your templates, whenever a Pipedrive Deal changes status.
Automatically fill in the contract fields from the Pipedrive Deal fields, so you no longer need to copy and paste information from one tool to another.
This will take you 4 min to set up with Zapier.
If this is the first time you use the app Tomorro on Zapier, you will need to connect to your Tomorro account. Follow the steps described here.
Find out how to do it with Zapier
Step 1 - Create a new Zap with Pipedrive
Log in to Zapier > Click on "Create a Zap".
Select the
Pipedrivetrigger and theUpdated Deal Stageevent.You can then select the status of the Pipedrive Deal you want the event to be triggered at.
Step 2 - Choose the app Tomorro for the action
You can set up the action you want to be triggered as soon as the Deal is updated.
Select the app Tomorro for the action
And the specific action
Create Contract.
Step 3 - Choose the right template and map the fields
Now you have to configure the contract type you want to be automatically generated on Tomorro.
Select the Tomorro contract type among all your Tomorro template as well as the language for the contract
Map all the fields you want to be automatically filled in from your Hubspot data.
Some fields are mandatory such as the counterparty name, don't forget to add data for those fields.
You're all set. Now it's time to test your Zap!