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Set up your first integration
Quickly connect Docusign to Redtail CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Docusign with Redtail CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Create Activity" in Redtail CRM.
You’re connected!
Zapier seamlessly connects Docusign and Redtail CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerInstant - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerInstant - Envelope Created
Triggers when an envelope is created.
Try ItTriggerInstant - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerInstant
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Practical ways you can use Docusign and Redtail CRM
Sync Docusign template creations with Redtail CRM.
When a new template is created in DocuSign, Zapier adds it as a reference point in Redtail CRM. This ensures IT or admin teams can easily document and share resources within the CRM.
IT
Track DocuSign completions in Redtail CRM.
When a recipient completes a signature on DocuSign, Zapier automatically updates the lead or project record in Redtail CRM, making it easier to ensure contractual obligations are acknowledged, logged, and tracked for projects.
Project ManagementLog completed DocuSign envelopes in Redtail CRM.
When an envelope is completed in DocuSign, Zapier automatically creates an activity in Redtail CRM to record the transaction, ensuring that every signed document is accounted for in the CRM. This streamlines tracking and enhances visibility for sales teams.
Sales OpsLearn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Docusign + Redtail CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Redtail CRM
How do I set up the integration between DocuSign and Redtail CRM?
To set up the integration between DocuSign and Redtail CRM, you will need to establish a connection using our platform. First, authenticate your DocuSign and Redtail CRM accounts in our system. Then, set up triggers, such as 'New Completed Envelope' in DocuSign, to trigger actions like 'Create New Contact' or 'Add Note' in Redtail CRM.
What triggers are available for this integration?
For integrating DocuSign with Redtail CRM, typical triggers involve events like 'Envelope Sent', 'Envelope Completed', or 'Document Signed' in DocuSign. These can be used to perform actions such as creating a contact or updating records in Redtail CRM.
Can I customize what happens after a document is signed in DocuSign?
Yes, you can customize post-signature actions. For instance, once a document is signed (trigger), you can automatically add an activity or note to a contact's record in Redtail CRM through our system setups.
Are there any limitations on the number of accounts I can connect?
When using our platform for integration, you can connect multiple DocuSign and Redtail CRM accounts simultaneously. However, it's essential to ensure each account is authenticated properly without crossing any account limits within the individual services themselves.
How secure is the data transfer between DocuSign and Redtail CRM via your platform?
We prioritize security during data transfers between DocuSign and Redtail CRM. All connections are encrypted end-to-end using industry-standard protocols to ensure that sensitive information remains confidential throughout the automated processes.
What kind of support is available if I face issues with the integration?
If you face any challenges with the integration setup or functionality between DocuSign and Redtail CRM through our platform, our customer support team is ready to assist you. We offer various support channels including email support and live chat for immediate assistance.
Do I need technical expertise to manage this integration successfully?
Our platform is designed with ease of use in mind so that users without technical backgrounds can easily set up integrations between DocuSign and Redtail CRM. We provide intuitive interfaces where you select triggers and actions, making it accessible for all users.
