LeadConnector + SignRequest
Add new SignRequest signed documents to a LeadConnector campaign as leads
When a new document is signed in SignRequest, this workflow swiftly optimizes your marketing efforts by adding a lead to a campaign in LeadConnector. This ensures that no potential clientele falls through the cracks, lending efficiency and continuity to your outreach strategies. This streamlined process lessens manual input, allowing your business to focus on enhancing client relationships.
When a new document is signed in SignRequest, this workflow swiftly optimizes your marketing efforts by adding a lead to a campaign in LeadConnector. This ensures that no potential clientele falls through the cracks, lending efficiency and continuity to your outreach strategies. This streamlined process lessens manual input, allowing your business to focus on enhancing client relationships.
- When this happens...New Document Signed
Triggers when a SignRequest is signed.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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Team
Try ItTeam
Try ItTeam
TemplateRequired
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Signer Needs to Approve Only?
Signing Order
Signer Language
Force Language
Mobile Phone Number to Verify
Advanced Signers Configuration
Advanced Tags Prefill
In PipelineRequired
Moved to Stage
Try It
Team
Try ItTeam
File
File From URL
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Signer Needs to Approve Only?
Signing Order
Signer Language
Force Language
Mobile Phone Number to Verify
Advanced Signers Configuration
Advanced Tags Prefill
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
