- Sales Automation
- Pre-Sales Process
- Auto-request signatures
Initiate signature requests for presale agreements when leads are created
Automatically generate and send pre-sale agreement signature requests whenever a new lead enters the system. This automation ensures no manual steps are needed to initiate contract signing, reducing delays and human error. Leads receive timely requests, improving conversion rates and streamlining your sales workflow.
Filter by common apps:
Kartra
HubSpot
REI Pebble
Jotform
Slack
Close
Leadpages
Pipedrive
Outseta
Lofty
Filter by Zapier
Mojo
ScoreApp
CallRail
REIPro
Zoho CRM
Docusign
- Create a sales deal in HubSpot when a lead fills an opt-in form in Kartra
- Capture new seller leads from OpenPhone calls and create a deal in REI Pebble
Capture new seller leads from OpenPhone calls and create a deal in REI Pebble
- Capture new sales applications from Jotform, notify team in Slack, and create lead in Close
Capture new sales applications from Jotform, notify team in Slack, and create lead in Close
- Create a new deal in Pipedrive when a lead submits a form in Leadpages
Create a new deal in Pipedrive when a lead submits a form in Leadpages
- Create deal in Outseta when new lead submits Jotform
Create deal in Outseta when new lead submits Jotform
- Receive new seller leads, filter relevant information, and add to calling list in Mojo
Receive new seller leads, filter relevant information, and add to calling list in Mojo
- Create new deal in Pipedrive when lead signs up in ScoreApp
Create new deal in Pipedrive when lead signs up in ScoreApp
- Create new buyer lead in REIPro after phone call in CallRail
Create new buyer lead in REIPro after phone call in CallRail
- Initiate signature request in Docusign for new Zoho CRM leads meeting criteria
Initiate signature request in Docusign for new Zoho CRM leads meeting criteria
