HelloSign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

HelloSign

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

SignNow

Signaturit allows to send and sign documents online with legally binding electronic signatures.

Signaturit

Signority is the easiest and most secure eSignature platform for SME's, that lets you get your documents signed on any device, anytime. You can also manage, share and store your documents to streamline your operations.

Signority

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

DocuSign

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce (Legacy)

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Keap Max Classic

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Here are some creative ways to use Insightly with Zapier:

Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.

Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.

Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.

DocuSign

Insightly

DocuSign

Insightly

DocuSign + Insightly Integrations

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