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DocuSign + Close Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between DocuSign and Close.


Get started with workflows like: Update opportunities in Close when envelopes are signed in DocuSign. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect DocuSign + Close in Minutes

It's easy to connect DocuSign + Close and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Envelope Sent or Completed

Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.

InstantNew Call Recording

Triggers when a new call recording or voicemail is added to Close.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

InstantNew Inbox Item

Triggers when a new item appears in your Close inbox.

New Folder

Triggers when a new folder is created.

InstantNew Call

Triggers when a new Call is created or completed.

InstantNew or Updated Custom Activity

Triggers when a Custom Activity is created or updated.

InstantNew Export

Triggers when a new Export is created or completed.

InstantNew Lead

Triggers when a new lead is created.

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.
Connect DocuSign + Close