Receive Instant Signature Requests for Onboarding Forms from Labeled Emails in Gmail

Streamline your onboarding process with this Zap that connects Gmail, Capsule CRM, and DocuSign. When an email is labeled as onboarding, it identifies the relevant contact and sends a signature request for necessary forms. This ensures a smooth and efficient onboarding experience, saving you time and enhancing client satisfaction.

Zap details: