eSignatures + LeadConnector
Create and update LeadConnector opportunities when new contracts are signed by eSignatures.io signers
Keep your sales opportunities updated with this streamlined workflow between eSignatures.io and LeadConnector. When a contract is signed in eSignatures.io, this automation will either add a new opportunity or update an existing one in LeadConnector. Stay on top of your sales pipeline and save time on manual data entry with this efficient process.
Keep your sales opportunities updated with this streamlined workflow between eSignatures.io and LeadConnector. When a contract is signed in eSignatures.io, this automation will either add a new opportunity or update an existing one in LeadConnector. Stay on top of your sales pipeline and save time on manual data entry with this efficient process.
- When this happens...Signature Received
Triggers when a contract is signed by a signer.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Contract Sent to a Signer
Triggers when a contract is sent to a signer.
Try ItSignature Received
Triggers when a contract is signed by a signer.
Try ItTest Only
TemplateRequired
Signer NameRequired
Signer Email
Signer Mobile
Signer Company Name
Signer Redirect URL
Signer Position
Auto Sign
Signer Name [2]
Signer Email [2]
Signer Mobile [2]
Signer Company Name [2]
Signer Redirect URL [2]
Signer Position [2]
Auto Sign [2]
Signer Name [3]
Signer Email [3]
Signer Mobile [3]
Signer Company Name [3]
Signer Redirect URL [3]
Signer Position [3]
Auto Sign [3]
Signer Name [4]
Signer Email [4]
Signer Mobile [4]
Signer Company Name [4]
Signer Redirect URL [4]
Signer Position [4]
Auto Sign [4]
Signer Name [5]
Signer Email [5]
Signer Mobile [5]
Signer Company Name [5]
Signer Redirect URL [5]
Signer Position [5]
Auto Sign [5]
Placeholder Fields
Assigned User
Contract Title
Save as draft
Language
Metadata
Sender Company Name
Signer Field Default Values
[DEPRECATED] Custom Fields
[DEPRECATED] Email Subject - Signature request
[DEPRECATED] Email Body - Signature request
[DEPRECATED] Email Subject - Final signed document
[DEPRECATED] Email Body - Final signed document
[DEPRECATED] API Fields
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
Contract Signed
Triggers when a contract is signed by all signers.
Try ItDelivery Failed
Triggers when a new error is thrown, e.g. when an email can't be delivered.
Try ItIn 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
