LeadConnector + SignNow
Update stages in LeadConnector and create document groups from template in SignNow
Improve your sales process with this efficient workflow. When a lead status changes in LeadConnector, it will prompt SignNow to create a document group from a template and send an invite. This saves you time on document management and prevents any delays in the sales pipeline, ensuring a seamless transition for each lead from one stage to the next.
Improve your sales process with this efficient workflow. When a lead status changes in LeadConnector, it will prompt SignNow to create a document group from a template and send an invite. This saves you time on document management and prevents any delays in the sales pipeline, ensuring a seamless transition for each lead from one stage to the next.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Document Group From Template Group & Send Invite
Creates a new document group with fillable fields from a selected template group and sends an invite to one or multiple signers.
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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
Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
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
Document Group Template
Return PDF of Document GroupRequired
Return Document Group HistoryRequired
Return ZIPRequired
Try It
