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LeadConnector + SignerX.com

LeadConnector + SignerX.com integrations

Add/update LeadConnector opportunities when new documents are completed in SignerX

Effortlessly manage your sales opportunities with this seamless workflow between SignerX and LeadConnector. When a new document is completed in SignerX, an opportunity is added or updated in LeadConnector, keeping your sales pipeline up-to-date and organized. No more manual data entry or missing details – just efficient sales tracking and improved lead conversion.

When this happens...
Package CompleteTriggers when a new package/document is signed by all parties.
TriggerPolling
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with SignerX.com and LeadConnector

Discover other triggers and actions you can use with SignerX.com and LeadConnector

Package Created
Triggers when a new package/document has been created.
Trigger
Polling
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Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Polling
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- Package or Template ID
Trigger
Polling
Try It
- Template Name
Action
Write
- Document Title
  Required
- PDF File URL
  Required
Action
Write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write

- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

Template Published
Triggers when a template has been published.
Trigger
Polling
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Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Polling
Try It
- Choose a Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- In Pipeline
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
- Select Stage
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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About SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

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Related categories

Documents

Related Zap Templates

Add/update contacts in LeadConnector when new contracts are signed in SignerX

Related Zap Templates

Add/update contacts in LeadConnector when new contracts are signed in SignerX