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eSignatures + LeadConnector

eSignatures + LeadConnector

eSignatures + LeadConnector integrations

Create contracts in eSignatures.io when pipeline stages are updated in LeadConnector

Effortlessly transition from finalizing a lead to preparing a contract with this workflow. When a lead moves to a new stage in the LeadConnector app, it prompts a new contract to be created in eSignatures.io. This increases efficiency and consistency in your contract management process, saving you time and reducing manual effort.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
    TriggerInstant
  2. automatically do this!
    Create Contract
    Create Contract
    Create ContractCreates a new contract.
    ActionWrite
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More things you can do with LeadConnector and eSignatures

Discover other triggers and actions you can use with LeadConnector and eSignatures

    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
  • eSignatures triggers, actions, and search
    Contract Sent to a Signer

    Triggers when a contract is sent to a signer.

    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
  • eSignatures triggers, actions, and search
    Contract Signed

    Triggers when a contract is signed by all signers.

    Trigger
    Instant
    Try It
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About eSignatures
ESignatures.io is a tool used for signing mobile friendly contracts over the web.
Learn moreLearn moreHelpHelp
Related categories
Signatures
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreLearn moreHelpHelp
Related categories
Marketing Automation
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