1.Catches lead submission via webhook
Integrate Webhooks by Zapier and web intake systems to capture lead submission details and start the signature request process.
Send signature request and SMS to new leads
Automatically route new lead submission events from your web intake webhook across Dropbox Sign, Airtable, and ClickSend SMS. Automatically create signature requests, update the right lead record, and send SMS remindersβso you can close signatures faster without manual follow-up.
How this automation accelerates signature turnaround
When a new lead arrives and signature links stay unshared, delays can stall revenue. This automation sends signature-template requests, updates the correct lead record, and sends SMS remindersβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Sends template signature request
Integrate Dropbox Sign and signature template tools to send a reusable retainer template and generate a signing redirect URL.
Dropbox Signor swap with your favorite app
3.Finds matching lead record
Integrate Airtable and database lookup tools to find the correct record by external ID or email and return the record ID.
Airtableor swap with your favorite app
4.Updates record with request details
Integrate Airtable and CRM data tools to mark signature request sent and store the signature request link or metadata.
5.Sends signing SMS reminder
Integrate ClickSend SMS and messaging tools to send a concise reminder when a validated phone number exists.
ClickSend SMSor swap with your favorite app
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Close contracts faster with automated signature routing, record updates, and execution alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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