Docusign + LeadConnector
Add completed DocuSign envelopes to LeadConnector campaign as new leads
Effortlessly streamline your sales process with this workflow that connects DocuSign and LeadConnector. When an envelope is sent or completed in DocuSign, a new lead will be added to a campaign in LeadConnector. Save time and enhance lead management with this seamless integration that keeps your sales pipeline updated and organized.
Effortlessly streamline your sales process with this workflow that connects DocuSign and LeadConnector. When an envelope is sent or completed in DocuSign, a new lead will be added to a campaign in LeadConnector. Save time and enhance lead management with this seamless integration that keeps your sales pipeline updated and organized.
- 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!Add Lead to Campaign
Adds a lead to an existing campaign.
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Status
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
New Folder
Triggers when a new folder is created.
Try ItTemplate ID
Email Subject
Email Body
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
