LeadConnector + Xodo Sign
Create and update LeadConnector opportunities when documents are completed in Xodo Sign
Effortlessly manage your sales opportunities with this seamless workflow between Xodo Sign and LeadConnector. When a document is completed in Xodo Sign, an opportunity is added or updated in LeadConnector, keeping your sales pipeline up-to-date and organized. No more manual data entry or missing details – just efficient sales tracking and improved lead conversion.
Effortlessly manage your sales opportunities with this seamless workflow between Xodo Sign and LeadConnector. When a document is completed in Xodo Sign, an opportunity is added or updated in LeadConnector, keeping your sales pipeline up-to-date and organized. No more manual data entry or missing details – just efficient sales tracking and improved lead conversion.
- When this happens...Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company
Phone Number
Document HashRequired
Include audit trailRequired
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
Document Sent
Triggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.
Try ItTemplateRequired
Enable SMS Signer Authentication
Sandbox
Document Title
Message
Custom Requester Name
Custom Requester Email
Redirect URL After Signature
Embedded Signing
Require All Signers
Automatic Reminders
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
