Generate signature requests in DocuSign for new Follow Up Boss contacts
Effortlessly streamline your sales process with this Follow Up Boss and DocuSign integration. When a new contact is added in Follow Up Boss, a signature request will be created in DocuSign, ensuring that important documents are sent to your clients in a timely manner. Save time and stay organized with this seamless workflow.
Effortlessly streamline your sales process with this Follow Up Boss and DocuSign integration. When a new contact is added in Follow Up Boss, a signature request will be created in DocuSign, ensuring that important documents are sent to your clients in a timely manner. Save time and stay organized with this seamless workflow.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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