eSignatures + LeadConnector
Update LeadConnector opportunities when new contracts are signed in eSignatures.io
Effortlessly streamline your sales pipeline with this convenient workflow. When a contract is signed by all parties in eSignatures.io, the LeadConnector app is activated to add or update the corresponding opportunity. This allows you to stay on top of your leads and contracts all in one streamlined process. Improve your business efficiency and never miss an opportunity again.
Effortlessly streamline your sales pipeline with this convenient workflow. When a contract is signed by all parties in eSignatures.io, the LeadConnector app is activated to add or update the corresponding opportunity. This allows you to stay on top of your leads and contracts all in one streamlined process. Improve your business efficiency and never miss an opportunity again.
- When this happens...Contract Signed
Triggers when a contract is signed by all signers.
- 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
