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Integrate Docusign with LeadConnector to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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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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25m

Customers have created over 25 million Zaps on the platform

6 mins

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

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
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

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

LeadConnector + Docusign

Create or update LeadConnector contacts from completed DocuSign envelopes

Docusign + LeadConnector

Create tasks in LeadConnector for new DocuSign folders

Docusign + LeadConnector

Create DocuSign signature requests when LeadConnector pipeline stages change

LeadConnector + Docusign

Create or update opportunities in LeadConnector from completed DocuSign envelopes

Docusign + LeadConnector

Create and update LeadConnector contacts from new DocuSign folders

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

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.

Learn about AI automation

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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.

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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.

Connect Docusign and LeadConnector to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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
Try It
- 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

Learn how to automate Docusign on the Zapier blog

Learn how to automate LeadConnector on the Zapier blog

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn more Help

Related categories

Signatures

Similar apps

Dropbox Sign

Signatures

SignNow

Signatures

RightSignature

Signatures

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Explore Docusign + LeadConnector Integrations