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Set up your first integration

Quickly connect Docusign to LeadConnector with a Zapier template.

Our most popular template

Send envelopes using a template in DocuSign when pipeline stages are updated in LeadConnector
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LeadConnector + Docusign
Create or update LeadConnector contacts from completed DocuSign envelopes
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Docusign + LeadConnector
Create tasks in LeadConnector for new DocuSign folders
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Docusign + LeadConnector
Create DocuSign signature requests when LeadConnector pipeline stages change
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LeadConnector + Docusign
Create or update opportunities in LeadConnector from completed DocuSign envelopes
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Docusign + LeadConnector
Create and update LeadConnector contacts from new DocuSign folders
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Docusign + LeadConnector

Send envelopes using a template in DocuSign when pipeline stages are updated in LeadConnector

Details

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LeadConnector + Docusign

Create or update LeadConnector contacts from completed DocuSign envelopes

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Docusign + LeadConnector

Create tasks in LeadConnector for new DocuSign folders

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Docusign + LeadConnector

Create DocuSign signature requests when LeadConnector pipeline stages change

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LeadConnector + Docusign

Create or update opportunities in LeadConnector from completed DocuSign envelopes

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Docusign + LeadConnector

Create and update LeadConnector contacts from new DocuSign folders

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Docusign + LeadConnector

Add completed DocuSign envelopes to LeadConnector campaign as new leads
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Docusign + LeadConnector
Create opportunities in LeadConnector from new DocuSign folders
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Docusign + LeadConnector

How Zapier works

Zapier makes it easy to integrate Docusign with LeadConnector - no code necessary. See how you can get setup in minutes.

Select a trigger from Docusign

A trigger is an event that starts your Zap and runs the workflow. For example, with Docusign, a trigger could be "Envelope Status Updated."

A trigger is the event that kicks off your automated workflow.

Setup an action from LeadConnector

An action is what takes place after the automation is triggered. For example, with LeadConnector, the action could be "Add/Update Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docusign to LeadConnector

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Docusign to LeadConnector integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Docusign + LeadConnector integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and LeadConnector

What is required to start integrating Docusign with LeadConnector?

To begin integrating Docusign with LeadConnector, you need accounts in both Docusign and LeadConnector. You will also need access to our platform where the integration is set up, and API keys for each service if applicable.

How do I trigger an action in LeadConnector when a new document is completed in Docusign?

Within the integration settings, select Docusign as your trigger app and choose 'New Document Completed' as the trigger event. Then select LeadConnector as your action app and define what you want to happen, such as updating a contact or sending an email.

Can I create a multi-step workflow that involves both Docusign and LeadConnector?

Yes, you can create multi-step workflows involving these two platforms. For example, after a document is signed in Docusign, a new lead can be added in LeadConnector and then assigned to a team member.

What happens if there's an error during the integration process between Docusign and LeadConnector?

If an error occurs during the process, our platform will log it and notify you immediately. You will also find troubleshooting suggestions to resolve common issues within your dashboard.

Is it possible to update an existing contact in LeadConnector when changes occur in a Docusign document?

Yes, by setting up an integration where we monitor specific triggers from Docusign (like 'Document Changed'), we can update corresponding contacts or records within LeadConnector automatically.

Do I need any technical skills to connect Docusign with LeadConnector using your platform?

No technical skills are necessary to connect these apps using our platform. The integration process is designed to be user-friendly with step-by-step guidance provided throughout setup.

How often does the data sync between Docusign and LeadConnector when integrated via your platform?

Data synchronization between Docusign and LeadConnector depends on the trigger settings you've configured. Most actions occur in real-time or near real-time as per your defined triggers.

Connect Docusign and LeadConnector to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- Brand ID
- Email Subject
- Email Body
Action
Write
- Apply template ID?
- Email Subject
- Email Body
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Document Name(s)
- User Phone
- Email
  Required
- Address
- City
- State / Prov / Region
- Country
  Required
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- In Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write

- User Phone
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Document Name(s)
Action
Write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- First Name
  Required
- Last Name
  Required
- Document Name(s)
- User Phone
- Email
  Required
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
  Required
- Date Of Birth
Action
Write
- Campaign
  Required
- First Name
  Required
- Last Name
  Required
- Document Name(s)
- User Phone
- Email
  Required
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Body
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
  Required
- Last Name
  Required
- User Phone
- Email
  Required
Action
Write