Integrate DocuSign with Freshsales
Appy Pie Connect allows you to automate multiple workflows between DocuSign and Freshsales
- No code
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- Lightning Fast Setup
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
About Freshsales
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.
Freshsales IntegrationsLooking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives
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Xero
Best ways to Integrate DocuSign + Freshsales
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Freshsales + DocuSign
Send Envelope in DocuSign when New Deal is created in Freshsales Read More...When this happens...
New Deal
Then do this...
Send Envelope
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Freshsales + DocuSign
Create Signature Request to DocuSign from New Deal in Freshsales Read More...When this happens...
New Deal
Then do this...
Create Signature Request
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Freshsales + DocuSign
Send Envelope in DocuSign when New Contact is created in Freshsales Read More...When this happens...
New Contact
Then do this...
Send Envelope
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Freshsales + DocuSign
Create Signature Request to DocuSign from New Contact in Freshsales Read More...When this happens...
New Contact
Then do this...
Create Signature Request
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Freshsales + DocuSign
Send Envelope in DocuSign when New Lead is created in Freshsales Read More...When this happens...
New Lead
Then do this...
Send Envelope
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect DocuSign + Freshsales without coding knowledge. Start creating your own business flow.
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New Update Envelope
Trigger when a status of the envelope changed.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when a new lead is created.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
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Create Lead
Creates a new lead.
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Update Lead
Updates an existing lead.
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How DocuSign & Freshsales Integrations Work
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Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Freshsales as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from DocuSign to Freshsales.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of DocuSign and Freshsales
I want to introduce DocuSign and Freshsales, the two companies that I have chosen to write this article about. DocuSign is an electronic signature company that was founded in 2003. Freshsales is a sales software company based in the United States and has been around since 2014. The purpose of this article is to describe how they integrate with each other and what the benefits of that integration are.
DocuSign provides companies with an electronic signature as well as a way to sign documents electronically. They integrate with Freshsales so that whenever a salesperson completes a deal on Freshsales, they can directly send it into DocuSign for signing. Without the integration, the salesperson would be required to take time out of their day to get signatures from each of the people on the deal. By integrating the two companies, the sales person can leave the office at the end of a productive day knowing that the deal has been signed, and move onto the next one.
It seems like every day there is some new app or program that makes our lives easier. Integration between DocuSign and Freshsales is no different. This easy integration helps salespeople spend less time trying to get their contracts signed. It also allows sales teams to focus on selling instead of taking care of paperwork. With these two companies working together, everyone benefits.
The process to integrate DocuSign and Freshsales may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
