HelloSign
When this happens...
HelloSignNew Signature Request
Then do this...
InfusionsoftTag Existing Contact

Worried you're losing track of which contacts have signed what? Use this HelloSign Infusionsoft integration and you'll never be left wondering again. Just set it up and we'll handle the rest, tagging an Infusionsoft contact for each signature request on HelloSign automatically from then on.

How It Works

  1. A new signature request is logged on HelloSign
  2. Zapier automatically tags a new Infusionsoft contact

What You Need

  • HelloSign account
  • Infusionsoft account
Premium
Infusionsoft is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect HelloSign + Infusionsoft and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Signature Request Signed

Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).

Send Signature Request From Template

Sends a HelloSign template out for signature request.

Signature Request Sent

Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Signature Request Viewed

Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).

Tag Existing Contact

Applies a tag to an existing contact.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

New Opportunity

Triggers when you add a new opportunity.

Create Note

Creates a note on an existing contact

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HelloSign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft Integrations