Docusign + LeadConnector
Create opportunities in LeadConnector from new DocuSign folders
Effortlessly manage your opportunities with this seamless workflow between DocuSign and LeadConnector. When a new folder is created in DocuSign, an opportunity is instantly added or updated in the LeadConnector app. Stay organized and save time by streamlining your sales process with this powerful automation.
Effortlessly manage your opportunities with this seamless workflow between DocuSign and LeadConnector. When a new folder is created in DocuSign, an opportunity is instantly added or updated in the LeadConnector app. Stay organized and save time by streamlining your sales process with this powerful automation.
- When this happens...New Folder
Triggers when a new folder is created.
- 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
