Send signature request, find client in Streak, and update client information
Send signature request, find client in Streak, and update client information
Send signature requests through DocuSign and update client information in Streak when a Content Snare request is completed. This accelerates your onboarding process and keeps your sales pipeline current.
Zap details:
Overview
Send signature requests through DocuSign and update client information in Streak when a Content Snare request is completed. This accelerates your onboarding process and keeps your sales pipeline current.