DocuSign + SharpSpring Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect DocuSign and SharpSpring, with as many as 8 possible integrations. Are you ready to find your productivity superpowers?
It's easy to connect DocuSign + SharpSpring and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.
Create an Account in SharpSpring.
Triggers when a new folder is created.
Create a Lead in SharpSpring or update by email address.
A new Account is created in SharpSpring.
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
When a lead visits a new page in SharpSpring.
Create a new Campaign in SharpSpring.
A new Opportunity is created in SharpSpring.
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