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Close + DocuSign

Find leads and update opportunities in Close when new envelopes are sent or completed in DocuSign

When a new signature request is sent or completed in DocuSign, this integration will find a lead and update an existing opportunity to won in Close.

When a new signature request is sent or completed in DocuSign, this integration will find a lead and update an existing opportunity to won in Close.

  1. long arrow
    short arrow
    When this happens...
    DocuSignDocuSign
    Envelope Sent or Completed

    Triggers when an envelope is sent or completed. 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. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
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    short arrow
    automatically do this...
    CloseClose
    Find Lead

    Find an existing lead.

    ActionSearch
  3. then do this!
    CloseClose
    Update Opportunity

    Updates an existing Opportunity.

    ActionWrite

Supported triggers and actions

What does this mean?
closeio logo
closeio logo
closeio 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
docusign logo

About DocuSign

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

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