HelloSign

HelloSign + Workbooks CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect HelloSign and Workbooks CRM, with as many as 42 possible integrations. Are you ready to find your productivity superpowers?

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

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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 Marketing Campaign Status

Adds a new status to a Marketing Campaign.

Signature Request Viewed

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

Create Organisation

Creates a new organisation.

Signature Request Declined

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

Create Case

Creates a new case.

Posted Invoice

Triggers when an invoice is complete and its status posted.

Create Task

Creates a new task.

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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!

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

See Workbooks CRM Integrations