Integrate Nimble with DocuSign
Appy Pie Connect allows you to automate multiple workflows between Nimble and DocuSign
- No code
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- Lightning Fast Setup
Nimble is a social sales and marketing CRM that allows you to save and organize your contacts, set tasks for follow-up reminders, send trackable templated outreach to targeted groups, track to-dos, manage numerous pipelines at the same time, and much more.
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.
DocuSign IntegrationsLooking for the DocuSign Alternatives? Here is the list of top DocuSign Alternatives
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DocSend
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Best Nimble and DocuSign Integrations
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Nimble + DocuSign
Send Envelope in DocuSign when New Contact is created in Nimble Read More...When this happens...
New Contact
Then do this...
Send Envelope
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Nimble + DocuSign
Create Signature Request to DocuSign from New Contact in Nimble Read More...When this happens...
New Contact
Then do this...
Create Signature Request
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When this happens...
New Attachment
Then do this...
Create task
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When this happens...
New Attachment
Then do this...
Create Contact
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When this happens...
New Labeled Email
Then do this...
Create task
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Nimble + DocuSign without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when you add a new contact.
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New Update Envelope
Trigger when a status of the envelope changed.
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Create Contact
Creates a new contact.
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Create task
Create a new task.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
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How Nimble & DocuSign Integrations Work
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Step 1: Choose Nimble 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 DocuSign 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 Nimble to DocuSign.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Nimble and DocuSign
Nimble?
Nimble is a cloud-based software that allows businesses to manage marketing campaigns, grow sales, and reduce marketing costs. It provides cloud-based tops for managing all aspects of the sales funnel. The company is headquartered in San Francisco, California.
Nimble is a cloud-based software that allows businesses to manage marketing campaigns, grow sales, and reduce marketing costs. It provides cloud-based tops for managing all aspects of the sales funnel. The company is headquartered in San Francisco, California.
Nimble integrates with DocuSign, an electronic signature company.
DocuSign?
DocuSign is a digital transaction management service that automates the signing and distribution of legally binding agreements, including e-signatures, contracts, and purchase orders. DocuSign is headquartered in San Francisco, California.
Integration of Nimble and DocuSign
Nimble integrates with DocuSign through the Nimble Marketplace which lets you seamlessly connect your documents with existing third party applications such as DocuSign. By integrating Nimble and DocuSign, you will be able to do the fplowing:
Generate new leads from your Nimble contact database (CRM. using in-language email templates which are sent out by DocuSign. Click-throughs from the emails direct users to web forms hosted by Nimble.
In addition, you can also use the fplowing features of the integration:
Email-to-lead conversion rates increase by 36% when using DocuSign compared to other email services. Email to DocuSign to Web form conversion rates increase by 39%.
Use click-to-call/click-to-chat buttons embedded in your DocuSign signature process to seamlessly route contacts to your Nimble CRM directly from their browser or mobile app.
Use click-to-call/click-to-chat buttons embedded in your email templates to seamlessly route contacts to your Nimble CRM directly from their browser or mobile app.
Use pre-populated lead information from your existing Nimble CRM when sending lead nurturing emails through DocuSign.
Supply specific lead status information from your existing Nimble CRM into the lead record for the contact when sending lead nurturing emails through DocuSign.
Integrate email templates from your existing Nimble CRM with the DocuSign signature process using a single click.
Email templates are automatically converted into a format that is compatible with the DocuSign signature process so that they can be used immediately after being imported from your existing Nimble CRM.
Easily add prospect data from your existing Nimble CRM into your email templates used in the DocuSign signature process.
Automatically pass existing lead information like name, address, phone number, etc. into the new lead record created in your existing Nimble CRM when users create an agreement using DocuSign.
Automatically pass existing customer information into the new customer record created in your existing Nimble CRM when users create an agreement using DocuSign.
Use pre-populated lead information from your existing Nimble CRM when sending lead nurturing emails through DocuSign.
Supply specific lead status information from your existing Nimble CRM into the lead record for the contact when sending lead nurturing emails through DocuSign.
The process to integrate Nimble and DocuSign 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.