LeadConnector + SignRequest
Send SignRequests from template in SignRequest when pipeline stages change in LeadConnector
Easily keep track of shifts in your sales pipeline with this convenient workflow. Whenever a stage changes within the LeadConnector app, it triggers the sending of a SignRequest from a template in the SignRequest app. This process allows you to effectively manage your lead follow-up, ensuring no sign request slips through the cracks as your pipeline stages evolve. Increases efficiency and saves time in your sales process.
Easily keep track of shifts in your sales pipeline with this convenient workflow. Whenever a stage changes within the LeadConnector app, it triggers the sending of a SignRequest from a template in the SignRequest app. This process allows you to effectively manage your lead follow-up, ensuring no sign request slips through the cracks as your pipeline stages evolve. Increases efficiency and saves time in your sales process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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)
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
Team
Try It
