LeadConnector + RightSignature
Add or update contacts in LeadConnector when new documents are completed in RightSignature
Transfer your data efficiently from RightSignature to LeadConnector with this streamlined workflow. Once a new document is completed in RightSignature, this process will add or update a contact in LeadConnector. It's an ideal way to effectively manage your contacts and keep your records up-to-date without manual interference. Enhance your productivity by eliminating the need for repetitive tasks.
Transfer your data efficiently from RightSignature to LeadConnector with this streamlined workflow. Once a new document is completed in RightSignature, this process will add or update a contact in LeadConnector. It's an ideal way to effectively manage your contacts and keep your records up-to-date without manual interference. Enhance your productivity by eliminating the need for repetitive tasks.
- When this happens...New Document Completed
Triggers when a document is completed, typically when all parties have signed.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItNew Document Sent
Triggers when a document is sent.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTemplateRequired
Document NameRequired
Email Recipients
Sign Document in Person
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
