Zapier

Managing signed documents manually can be time-consuming and prone to errors. By integrating Agrello with Google Drive through Zapier, you can automate this process and ensure that every document signed in Agrello is instantly and securely saved in your Google Drive. In this tutorial, we'll walk you through setting up a Zap (automated workflow) that triggers whenever a document is signed in Agrello and uploads it directly to a designated folder in Google Drive.

As a salesperson, you know the sales environment is dynamic. It depends on you rapidly responding to various prospects and stakeholders from initial outreach, to finalising deals. A key hurdle in this process is the typically cumbersome and disjointed process of getting from the handshake to written contract.

Mõnikord tuleb meil ette olukordi, kui on vaja kiiresti luua kümneid või sadu allkirjastamisele minevaid dokumente ühe ja sama põhja peale.

Näitame, kuidas lepingute ettevalmistamine ja liigutamine kaustade vahel automatiseerida, kui hoiustad oma dokumente Google Drive keskkonnas.

Kuidas automaatselt luua Pipedrive’i andmete põhjal leping ning see Agrelloga allkirjastada.

Agrello Zapier integration allows you to connect Agrello with hundreds of tools to automate your document flows.