1.Captures signer details on envelope sent
Integrate Docusign and eSignature platforms to capture signer email and signer name when an envelope is sent.
Update deal stage when a contract is sent to applicant
Automatically monitor Docusign envelope sent events across Freshsales Suite, Gmail, and Google Sheets. Get instant deal updates when envelope sent, signer email captured, or signer name capturedβso you can update deal stages, notify coordinators, and log tracking without manual follow-up.
How this automation updates contract-sent deal stages
When a contract envelope is sent, delays can stall deal progress and coordinator follow-through. This automation captures signer details, finds the matching contact and deal, updates the deal stage, notifies coordinators, and appends a tracking rowβso your team can act on time.
Docusignor swap with your favorite app
2.Searches contact by signer email
Integrate Freshsales Suite and CRM tools to search contacts by email based on the signer email field.
Freshsales Suiteor swap with your favorite app
3.Finds deal by naming pattern
Integrate Freshsales Suite and deal lookup tools to find the deal using the configured naming pattern.
4.Updates deal stage to contract sent
Integrate Freshsales Suite and CRM workflows to update the deal stage and add a contract-sent note.
5.Sends internal message to coordinators
Integrate Gmail and email notifications tools to send an internal message to configured coordinator recipients.
Gmailor swap with your favorite app
6.Adds tracking row for contract sent
Integrate Google Sheets and spreadsheet tracking tools to add a row with contact, timestamp, and deal stage.
Google Sheetsor 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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