LeadConnector + RightSignature
Add new completed RightSignature documents to LeadConnector campaigns as leads
Effortlessly streamline your sales process by connecting RightSignature and LeadConnector. With this workflow, new completed documents in RightSignature will automatically result in adding leads to a campaign in LeadConnector. Save time and track important leads more efficiently with this seamless automation.
Effortlessly streamline your sales process by connecting RightSignature and LeadConnector. With this workflow, new completed documents in RightSignature will automatically result in adding leads to a campaign in LeadConnector. Save time and track important leads more efficiently with this seamless automation.
- When this happens...New Document Completed
Triggers when a document is completed, typically when all parties have signed.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItNew Document Sent
Triggers when a document is sent.
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
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTemplateRequired
Document NameRequired
Email Recipients
Sign Document in Person
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
CampaignRequired
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)
