DocSend + LeadConnector

DocSend + LeadConnector integrations

Create or update LeadConnector contacts from new DocSend visits

Stay on top of your leads with this efficient workflow that instantly adds or updates contacts in LeadConnector whenever a new visit occurs in DocSend. Strengthen your lead nurturing process and ensure your sales team has up-to-date information on prospects, so they can better connect and build relationships with potential clients.

When this happens...
New VisitTriggers when you get a new visit.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with DocSend and LeadConnector

Discover other triggers and actions you can use with DocSend and LeadConnector

New Link Created
This trigger fires when you create a new link in DocSend.
Trigger
Instant
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New Space Created
This trigger fires when you create a new Space in DocSend.
Trigger
Instant
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New Space Visit
Triggers when you get a new visit to a Space.
Trigger
Instant
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Visitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Trigger
Instant
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New Space Download
Triggers when you get a new download event in Spaces.
Trigger
Instant
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- Document
- 100% Completion
Trigger
Instant
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- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About DocSend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

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Related categories

Ads & Conversion

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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