BoldSign + LeadConnector
Update stages in LeadConnector and send documents from template in BoldSign
Stay on top of your lead progression with this smooth workflow. Whenever a pipeline stage changes within LeadConnector, a corresponding document from a set template can be instantly dispatched via BoldSign. This streamlined approach eliminates manual effort, ensuring timely communication, and enables you to provide prompt responses throughout each progression stage of your leads.
Stay on top of your lead progression with this smooth workflow. Whenever a pipeline stage changes within LeadConnector, a corresponding document from a set template can be instantly dispatched via BoldSign. This streamlined approach eliminates manual effort, ensuring timely communication, and enables you to provide prompt responses throughout each progression stage of your leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Admin Mode
Try It
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
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Admin Mode
Try It
