Update contact records and tag in Keap when Docusign agreement is signed
Update contact records and tag in Keap when Docusign agreement is signed
Update your contact records in Keap and apply relevant tags when a program agreement is signed in DocuSign. This ensures efficient tracking and management of client relationships, enhancing your onboarding process.
Zap details:
Overview
Update your contact records in Keap and apply relevant tags when a program agreement is signed in DocuSign. This ensures efficient tracking and management of client relationships, enhancing your onboarding process.