Docusign + Intercom
Create and update Intercom leads from completed DocuSign envelopes
Effortlessly manage your potential clients with this DocuSign-Intercom workflow. Whenever an envelope is sent or completed in DocuSign, a lead will be created or updated in Intercom. This seamless process ensures you stay up-to-date with your prospects while streamlining your client management tasks.
Effortlessly manage your potential clients with this DocuSign-Intercom workflow. Whenever an envelope is sent or completed in DocuSign, a lead will be created or updated in Intercom. This seamless process ensures you stay up-to-date with your prospects while streamlining your client management tasks.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. 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!Create/Update Lead
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
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