Automate the process of collecting and signing documents with DocuSign and your CRM. Trigger automation based on collecting signatures, opened documents, and more.
- Keap or Infusionsoft
How It Works
Setup Docusign Form
Create your forms and documents in Docusign for your clients to sign and get back to you.
Store Info and Trigger Automation
Autopopulate the form fields with your CRM custom fields or store the client's responses back in your CRM. Pick what tags you want to be applied when someone has a document sent to them, opened, signed, declined, or voided.
Create Your Follow Up
You can use your CRM to automatically send reminder emails, trigger to-dos, or other follow-up based on when people open, sign, or decline your documents.