Docusign + LeadConnector
Send envelopes using a template in DocuSign when pipeline stages are updated in LeadConnector
Stay ahead of your sales process with this LeadConnector to DocuSign automation. When the status of a lead changes in the LeadConnector app, this workflow sends out an envelope using your designated template in DocuSign. It not only streamlines your document process but also ensures timely responses, contributing positively to your business's efficiency.
Stay ahead of your sales process with this LeadConnector to DocuSign automation. When the status of a lead changes in the LeadConnector app, this workflow sends out an envelope using your designated template in DocuSign. It not only streamlines your document process but also ensures timely responses, contributing positively to your business's efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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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
Phone Number
Email
First Name
Last Name
Full Name
Status
Add certificate of completion?
Download form data?
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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
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Folder
Triggers when a new folder is created.
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