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DocuSign + Close Integrations

How to connect DocuSign + Close

Zapier lets you send info between DocuSign and Close automatically—no code required.

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.

automatically do this!
CloseClose
Add Address to Lead

Adds an address to a lead.

Supported triggers and actions

What does this mean?

How DocuSign + Close Integrations Work

  1. Step 1: Authenticate DocuSign + Close.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

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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  • Signatures

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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

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