How to connect Plumsail Documents + Speak2Leads
Zapier lets you send info between Plumsail Documents and Speak2Leads automatically—no code required.
When this happens...
automatically do this!
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Call FinishedTriggers when a call is finished.Trigger
- Create CallCreates a new call.Action
- Step 1: Authenticate Plumsail Documents and Speak2Leads.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.