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Close + DocuSign

Request signatures in Docusign when newly-won opportunities in Close

Automate and streamline the contract signing process with this Zap. Once it's in place, this integration will automatically trigger a Docusign signature request every time an opportunity is won in Close.

Automate and streamline the contract signing process with this Zap. Once it's in place, this integration will automatically trigger a Docusign signature request every time an opportunity is won in Close.

  1. When this happens...
    CloseClose
    New Opportunity in Status

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    TriggerInstant
  2. automatically do this!
    DocuSignDocuSign
    Create Signature Request

    Creates a signature request.

    ActionWrite
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Supported triggers and actions

What does this mean?
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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docusign logo
docusign logo

About DocuSign

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

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