Docusign + Maximizer CRM

Create contacts with notes in Maximizer when new envelops are sent or completed in DocuSign

With this seamless integration between Maximizer and DocuSign, you can now effortlessly create contacts in Maximizer, complete with detailed notes that can mention the contacts' origin, whenever new envelopes are sent or completed in DocuSign. Say goodbye to manual data entry and hello to increased productivity and efficiency in managing your customer relationships.

With this seamless integration between Maximizer and DocuSign, you can now effortlessly create contacts in Maximizer, complete with detailed notes that can mention the contacts' origin, whenever new envelopes are sent or completed in DocuSign. Say goodbye to manual data entry and hello to increased productivity and efficiency in managing your customer relationships.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.

    TriggerPolling
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Address Book Entry

    Creates new company, individual or contact in your Address Book

    ActionWrite
  3. then do this!
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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  • Signatures

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maximizer logo
maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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