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LeadConnector + SignNow

Update opportunities in LeadConnector when documents are completed in SignNow

Ensure your deal flow moves smoothly with this seamless workflow. When a document completion takes place in SignNow, an opportunity gets added or updated promptly in LeadConnector. This automatic process eliminates manual data re-entry, keeping your sales pipeline updated and helping maintain focus on closing the deals. Experience streamlined document management and sales processes optimization in an easy, efficient manner.

Ensure your deal flow moves smoothly with this seamless workflow. When a document completion takes place in SignNow, an opportunity gets added or updated promptly in LeadConnector. This automatic process eliminates manual data re-entry, keeping your sales pipeline updated and helping maintain focus on closing the deals. Experience streamlined document management and sales processes optimization in an easy, efficient manner.

  1. When this happens...
    SignNowSignNow
    Document Completed

    Triggers when all signers have filled in and signed the document.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Template

    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    • Return ZIPRequired

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    • ActionRequired

    Action
    Write
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • CC

    • Subject

    • Message

    • Redirect After Signing

    • Payment Settings | Merchant Account

    • Payment Settings | Payer

    • Payment Settings | Currency

    • Payment Settings | Payment Amount

    • On Completion

    • Line Wrapping

    Action
    Write
  • SignNow triggers, actions, and search

    Document Deleted

    Triggers when a document has been deleted.

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • ToRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
    • DocumentRequired

    • From Email AddressRequired

    • To Email AddressRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
signnow logo
signnow logo

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Related categories