We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster.

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end.

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads.

Automatically onboard new Pipedrive contacts with Clustdoc

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM:

1. Create custom onboarding checklists with Clustdoc
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

1. Click on ‘Install now’ on the top right of this page.
2. Log in to your Clustdoc account or create a new one.
3. Connect your Pipedrive and Clustdoc accounts.
4. In Pipedrive, open any person contact to start your onboarding process.