Pipedrive

Automatically sync signing events with Pipedrive CRM — find or create persons, log activities, and add notes when documents are signed.

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Requirements

• WPsigner 2.1.0+
• A Pipedrive account
• Your Pipedrive API Token

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Setup

Step 1: Get Your API Token

1. Go to Pipedrive → Settings → Personal preferences → API
2. Copy your API Token

Step 2: Configure WPsigner

1. Go to WPsigner → Integrations → Pipedrive
2. Paste your API Token
3. Enter your company domain (e.g., “yourcompany”)
4. Toggle desired sync options:
   • Create Person — auto-create if email not found
   • Create Activity — log signing as completed task
   • Create Note — add signing details to person
5. Click Save Settings
6. Click Test Connection to verify

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What Happens When a Document Is Signed

Step	Action
1	Search Pipedrive for person by signer’s email
2	Create person if not found (if enabled)
3	Create activity: “Document Signed: Title”
4	Create note: document details, signer, date
5	Log to WPsigner audit trail

This process runs for each signer on the document. If a document has three signers, WPsigner creates activities and notes for all three persons independently.

Activity Details

When Create Activity is enabled, WPsigner creates a Pipedrive activity with the following properties:

Field	Value
Subject	Document Signed: {document title}
Type	Task
Status	Done (marked as completed)
Due date	Current date
Due time	Current time
Note	HTML block with document title, signer name, email, and signing date
Person	Linked to the matched or newly created person

Note Details

When Create Note is enabled, WPsigner attaches an HTML note to the person record containing:

Field	Value
Document	Document title
Date	Full signing date and time (e.g., “March 6, 2026 2:30 PM”)
Document ID	Internal WPsigner document ID

Tip

Activities and notes appear on the person’s timeline in Pipedrive, giving your sales team immediate visibility into the signing status without leaving the CRM.

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Custom Fields

You can extend the data WPsigner sends to Pipedrive by hooking into the sync process with the wps_pipedrive_synced action. While WPsigner does not natively map custom fields, you can use this hook to update person records with custom field values via the Pipedrive API.

Example: Add a “Last Document Signed” custom field to the person:

add_action('wps_pipedrive_synced', function ($document_id, $document, $signers) {
    $pipedrive = WPS_Pipedrive::get_instance();

    foreach ($signers as $signer) {
        $person_id = $pipedrive->find_person_by_email($signer->email);
        if (!$person_id) continue;

        // Replace 'abc123' with your Pipedrive custom field key
        $pipedrive->api_request('PUT', "/persons/{$person_id}", [
            'abc123' => $document->title,
        ]);
    }
}, 10, 3);

Note

To find your custom field key, go to Pipedrive → Settings → Data fields → Person and check the API key column.

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Use Cases

Scenario	Configuration
Sales teams tracking signed proposals	Enable all three sync options
Legal departments logging contract completions	Enable Activity + Note, disable Create Person
Onboarding workflows — auto-register new signers	Enable Create Person + Note
Audit-only — record events without CRM clutter	Disable Pipedrive sync, rely on WPsigner audit trail
Multi-signer contracts (e.g., both parties)	All signers are synced individually to their person records

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Compatibility

Component	Supported Versions
WPsigner	2.1.0+
WordPress	6.0+
PHP	7.4+
Pipedrive API	v1 (REST)
Pipedrive Plans	All plans (Essential, Advanced, Professional, Enterprise)
Multisite	Supported (per-site configuration)

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Security

Feature	Details
API Token	Encrypted with AES-256-GCM at rest
Rate Limiting	Test: 5/min, Save: 10/min per user
Capability Check	manage_options required
Nonce Verification	All AJAX requests verified

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Troubleshooting

Issue	Cause	Solution
”Security check failed”	Nonce expired or invalid session	Refresh the page and try again
”Too many requests”	Rate limit exceeded (5 test / 10 save per minute)	Wait 60 seconds and retry
”Permission denied”	Current user lacks manage_options	Log in as an Administrator
Test succeeds but no sync happens	Integration enabled but sync options are all off	Toggle at least one sync option (Create Activity, Create Note)
Person not found and not created	”Create Person” is disabled	Enable “Create Person” in sync options
Activities not showing in Pipedrive	Signer email is empty or missing	Ensure all signers have valid email addresses
Incorrect company domain	Domain format is wrong	Enter just the subdomain (e.g., yourcompany), not the full URL
Connection test fails with “HTTP 401”	Invalid or expired API token	Regenerate the token in Pipedrive settings and paste the new one
Duplicate persons created	Multiple persons share the same email	Merge duplicates in Pipedrive; WPsigner matches by first email result

Caution

Pipedrive API tokens do not expire, but they are revoked when you change your password or an admin removes your account. If sync stops working, re-check your token.

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Next Steps

• HubSpot — HubSpot CRM sync
• Zapier — Connect to 5000+ apps
• Webhooks — Send signing events to any endpoint
• Slack — Get notified in Slack channels
• Audit Trail — Review all document events