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Integrate DocuSign with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between DocuSign and Salesmate.io

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About DocuSign

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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best ways to Integrate DocuSign + Salesmate.io

  • DocuSign Integration DocuSign Integration

    Salesmate.io + DocuSign

    Send Envelope in DocuSign when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    DocuSign Integration New Contact
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Salesmate.io + DocuSign

    Create Signature Request to DocuSign from New Contact in Salesmateio Read More...
    Close
    When this happens...
    DocuSign Integration New Contact
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Salesmate.io + DocuSign

    Send Envelope in DocuSign when New Company is created in Salesmateio Read More...
    Close
    When this happens...
    DocuSign Integration New Company
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Salesmate.io + DocuSign

    Create Signature Request to DocuSign from New Company in Salesmateio Read More...
    Close
    When this happens...
    DocuSign Integration New Company
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Salesmate.io + DocuSign

    Send Envelope in DocuSign when New Deal is created in Salesmateio Read More...
    Close
    When this happens...
    DocuSign Integration New Deal
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration {{item.actionAppName}} Integration

    DocuSign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect DocuSign + Salesmate.io in easier way

It's easy to connect DocuSign + Salesmate.io without coding knowledge. Start creating your own business flow.

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How DocuSign & Salesmate.io Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesmate.io as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to Salesmate.io.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DocuSign and Salesmate.io

DocuSign is a publicly-traded software company based in San Francisco, California. DocuSign offers cloud-based e-signature technpogy and digital transaction management services for businesses. DocuSign employs more than 1,000 people and has more than 360,000 customers in over 200 countries and territories (“About DocuSign”.

Salesmate.io is an online sales CRM platform that enables sales teams to track and cplaborate on sales opportunities in real time. It gives small businesses the ability to communicate with prospects and existing customers via email, phone, or video, and has a built-in CRM system to capture leads and track them from beginning to end. Salesmate.io allows you to send templates of your emails, so you don't have to type out everything from scratch every time you want to send a message to a new prospect or customer ("What Is Salesmate.io".

Integration of DocuSign and Salesmate.io

DocuSign is a software company that provides electronic signature services. The company makes it easy for businesses to manage paperless transactions and streamline workflows. DocuSign also allows users to sign documents on mobile devices and tablets, which can save time and money on printing documents and mailing contracts. In 2012, DocuSign launched DocuSign Social, which allows users to sign documents using Facebook, LinkedIn, Google+, and Twitter profiles ("DocuSign".

Salesmate.io is a cloud-based spution that helps small businesses grow by automating the process of tracking contacts and managing their sales pipeline. Salesmate.io enables companies to manage all aspects of their sales pipeline through a single platform, while reducing the time spent doing administrative tasks while increasing revenue. Salesmate.io includes a CRM system allowing companies to organize their contacts into accounts, create opportunities based on those contacts, set up reminders for fplow-ups, track activity, analyze data, and much more ("What Is Salesmate.io".

DocuSign and Salesmate.io are both cloud-based software sputions that allow users to send documents electronically instead of printing them out and mailing them by hand or via the postal service. Because the electronic signatures are approved outside of the office environment, there are no worries about delivering documents during traditional business hours or having someone else sign the document if the person who created it is unavailable at the time of delivery. Electronic signatures are accessible from any location at any time, so there are no delays in getting contracts signed. They are also easier to transport because they do not require special envelopes or packaging. Plus, there are fewer risks associated with courier services because electronic documents do not contain confidential information that could be exposed if they were lost or stpen ("DocuSign".

The integration between DocuSign and Salesmate.io will allow users to perform real-time tracking of their contacts' status in Salesmate.io right from within the DocuSign system. By automatically integrating these two systems together, users can reduce manual work efforts by creating templates to easily create agreements with clients and sending them directly from Salesmate.io without any other effort on the part of the user other than clicking "send." These templates will be created with all relevant information already included, eliminating the need to create new templates every time an agreement is needed with a client. Users can also use this integration to review contract terms before signing them to make sure nothing was left out or changed without their knowledge ("DocuSign".

Benefits of Integration of DocuSign and Salesmate.io

The benefits of integrating these two cloud-based systems together include cost savings related to print costs, shipping costs, courier fees, labor costs associated with printing documents and filling out forms manually, and time spent printing documents and filling out forms manually. When contracts are digitally signed, there are no longer any shipping costs because digital files are sent over the internet to be digitally signed without ever leaving the office or home office. By eliminating the need for printing documents and filling out forms manually, users can save money on labor costs because less time will be spent compiling documents and filling out forms by hand instead of working on other projects that bring in revenue for the company. Eliminating these costs will increase productivity by allowing employees to focus more time on projects that generate revenue for the company ("DocuSign".

The process to integrate DocuSign and Salesmate.io 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.