LeadConnector + RightSignature
Change stages in LeadConnector and send templates in RightSignature automatically
Effortlessly streamline your sales process with this workflow. When a lead advances in your Pipeline Stage within LeadConnector, it immediately triggers the 'Send Template' function in RightSignature. This integration not only speeds up your sales operations but also ensures your clients promptly receive the required documents, enhancing your professional image and client relationships.
Effortlessly streamline your sales process with this workflow. When a lead advances in your Pipeline Stage within LeadConnector, it immediately triggers the 'Send Template' function in RightSignature. This integration not only speeds up your sales operations but also ensures your clients promptly receive the required documents, enhancing your professional image and client relationships.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Template
Clones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
- Free forever for core features
- 14 day trial for premium features & apps
In 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
Phone Number
Email
First Name
Last Name
Full Name
New Document Completed
Triggers when a document is completed, typically when all parties have signed.
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 LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try It
