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  • Docusign logoDocusign logo
  • LeadConnector logoLeadConnector logo

Docusign + LeadConnector

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.

  1. When this happens...
    DocusignDocusign
    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.

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

Triggers & Actions