Docusign + LeadConnector
Create DocuSign signature requests when LeadConnector pipeline stages change
Effortlessly streamline your document signing process with this LeadConnector to DocuSign workflow. When a lead's pipeline stage changes in LeadConnector, a signature request will be created in DocuSign, ensuring your team never misses an opportunity to close a deal. Get all your essential documents signed quickly and allow your team to focus more on building relationships with potential clients.
Effortlessly streamline your document signing process with this LeadConnector to DocuSign workflow. When a lead's pipeline stage changes in LeadConnector, a signature request will be created in DocuSign, ensuring your team never misses an opportunity to close a deal. Get all your essential documents signed quickly and allow your team to focus more on building relationships with potential clients.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Status
Add certificate of completion?
Download form data?
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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
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Folder
Triggers when a new folder is created.
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