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  • Docusign logoDocusign logo
  • LeadConnector logoLeadConnector logo

Docusign + LeadConnector

Update opportunities in LeadConnector when recipients complete activities in Docusign

Boost your sales productivity with this simple yet powerful workflow. When a document is completed in DocuSign, it immediately triggers an opportunity creation or update in LeadConnector. By bridging these two platforms effortlessly, you can maintain an up-to-date overview of all potential business, eliminating any gaps in your sales pipeline. This leads to an enhanced management of your leads, paving the way for increased efficiency and success.

Boost your sales productivity with this simple yet powerful workflow. When a document is completed in DocuSign, it immediately triggers an opportunity creation or update in LeadConnector. By bridging these two platforms effortlessly, you can maintain an up-to-date overview of all potential business, eliminating any gaps in your sales pipeline. This leads to an enhanced management of your leads, paving the way for increased efficiency and success.

  1. When this happens...
    DocusignDocusign
    Recipient Completed

    Triggers when a recipient signed or completed their actions for an envelope.

    TriggerInstant
  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