Docusign + LeadConnector
Create or update LeadConnector contacts from completed DocuSign envelopes
Effortlessly maintain your contact list in LeadConnector with this seamless workflow. When an envelope is sent or completed in DocuSign, a new contact or update an existing one will be added in LeadConnector. This automation ensures your contacts are always up-to-date, helping you manage leads more efficiently and saving time on manual data entry.
Effortlessly maintain your contact list in LeadConnector with this seamless workflow. When an envelope is sent or completed in DocuSign, a new contact or update an existing one will be added in LeadConnector. This automation ensures your contacts are always up-to-date, helping you manage leads more efficiently and saving time on manual data entry.
- 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 Contact
Adds or updates an existing contact.
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