Docusign + LeadConnector
Create opportunities in LeadConnector from new DocuSign folders
Effortlessly manage your opportunities with this seamless workflow between DocuSign and LeadConnector. When a new folder is created in DocuSign, an opportunity is instantly added or updated in the LeadConnector app. Stay organized and save time by streamlining your sales process with this powerful automation.
Effortlessly manage your opportunities with this seamless workflow between DocuSign and LeadConnector. When a new folder is created in DocuSign, an opportunity is instantly added or updated in the LeadConnector app. Stay organized and save time by streamlining your sales process with this powerful automation.
- When this happens...New Folder
Triggers when a new folder is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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SignaturesAbout LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
