LeadConnector + SignWell
Add or update LeadConnector contacts when new SignWell documents are completed
Keep your LeadConnector contacts updated and ensure timely follow-up every time a document is completed in SignWell. This workflow springs into action each time a document is finalized in SignWell, swiftly adding or updating the corresponding contact details in LeadConnector. By bridging the gap between documentation and lead management, it fosters efficient communication and streamlined procedures.
Keep your LeadConnector contacts updated and ensure timely follow-up every time a document is completed in SignWell. This workflow springs into action each time a document is finalized in SignWell, swiftly adding or updating the corresponding contact details in LeadConnector. By bridging the gap between documentation and lead management, it fosters efficient communication and streamlined procedures.
- When this happens...Document Completed
Triggers when a document has been completed.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Template
Try ItTemplate
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
Template
Try ItDocument TemplateRequired
Test Mode
From
CC Completed Document
Subject
Message
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)
