Marketo + Xodo Sign
Create Xodo Sign templates when new leads are added in Marketo
Effortlessly streamline your lead management process by connecting Marketo and Xodo Sign. With this workflow, every time a new lead is created in Marketo, a document will be sent for signing using a specified template in Xodo Sign. Save time and reduce manual work by automating the document signing process for new leads, ensuring a seamless and efficient experience.
Effortlessly streamline your lead management process by connecting Marketo and Xodo Sign. With this workflow, every time a new lead is created in Marketo, a document will be sent for signing using a specified template in Xodo Sign. Save time and reduce manual work by automating the document signing process for new leads, ensuring a seamless and efficient experience.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Use Template
Sends a document created from a template in your eversign account.
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