Docusign + LeadConnector
Create or update opportunities in LeadConnector from completed DocuSign envelopes
Efficiently manage your sales process with this seamless automation between DocuSign and LeadConnector. When an envelope is sent or completed in DocuSign, this workflow will add or update the corresponding opportunity in LeadConnector. Save time and streamline your sales pipeline by keeping your opportunities up-to-date with the latest document statuses.
Efficiently manage your sales process with this seamless automation between DocuSign and LeadConnector. When an envelope is sent or completed in DocuSign, this workflow will add or update the corresponding opportunity in LeadConnector. Save time and streamline your sales pipeline by keeping your opportunities up-to-date with the latest document statuses.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Status
Add certificate of completion?
Download form data?
Try ItBrand ID
Email Subject
Email Body
TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
In PipelineRequired
Moved to Stage
Try It
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Brand ID
Email Subject
Email Body
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
