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  • LeadConnector logoLeadConnector logo

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.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

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

Related categories

leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories