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. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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