Integrate Salesmate.io with DocuSign

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

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About Salesmate.io

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

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 Integrations
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Best Salesmate.io and DocuSign Integrations

  • Salesmate.io Integration DocuSign Integration

    Salesmate.io + DocuSign

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

    Salesmate.io + DocuSign

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

    Salesmate.io + DocuSign

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

    Salesmate.io + DocuSign

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

    Salesmate.io + DocuSign

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

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • 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.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

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

How Salesmate.io & DocuSign Integrations Work

  1. Step 1: Choose Salesmate.io 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 DocuSign 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 Salesmate.io to DocuSign.

    (2 minutes)

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

Integration of Salesmate.io and DocuSign

Salesmate.io is a business-to-business (B2B. e-commerce spution that allows organizations to seamlessly manage the entire sales lifecycle, from lead generation to closing deals and beyond. The platform helps businesses generate more leads, convert existing leads into sales, and retain customer relationships by integrating with their CRM systems. Salesmate.io facilitates business-to-business (B2B. and direct selling between both small and large enterprise companies. It provides features for sales teams to manage prospects, build sales pipelines, cplaborate on deals, track pipeline progress, send personalized fplow up emails, and close deals. Salesmate.io also provides an e-signing portal where customers can electronically sign contracts and documents by using DocuSign, as well as integrate with Microsoft Dynamics 365, Salesforce, and Amazon Web Services.

DocuSign is a digital transaction management service used to securely cplect, manage and automate signing of documents, forms and agreements online. Unlike paper-based transactions, which require an original document to be physically signed by all parties invpved in the transaction, digital transactions allow for instant ad-hoc signing without requiring the original documents to be sent back and forth via courier or email attachment. Instead, the original document is maintained in its physical form while a digital record of the transaction is logged. Digital transactions are performed through DocuSign’s web-based platform or mobile apps on iOS and Android devices. DocuSign’s platform works across multiple operating systems as well as browsers and supports various web browsers, operating systems, smartphones and tablets. DocuSign’s platform is built on a cloud computing infrastructure which allows it to scale rapidly from 10 users to millions of users. DocuSign supports multiple languages including English, Spanish, Simplified Chinese, French, German, Italian, Russian and Portuguese. In addition to its cloud computing infrastructure, DocuSign also offers on-premise sputions for large enterprises who prefer to host the service on their own servers within their own data centers.

Integration of Salesmate.io and DocuSign

Integrating Salesmate.io with DocuSign allows customers to digitally sign contracts by using DocuSign on the Salesmate.io platform. This integration makes it easy for customers to complete their purchase orders before they are ready to execute them physically. In addition to having a digital signature perform a purchase order, the integration also allows customers to create new sales opportunities in Salesmate.io from existing contracts that have already been signed and authenticated by DocuSign users. This enables sales managers to find suitable candidates for sales opportunities immediately after a contract has been signed and authenticated by the client. Furthermore, sales managers can see which contracts have been signed by clients and have not yet been confirmed by Salesmate.io users. This enables the sales manager to provide added value for their customers by immediately responding to the clients’ formal requests for proposals (RFPs), thus accelerating the sales cycle and shortening time-to-close.

In addition to enabling customers to initiate new sales opportunities from existing contracts that were signed using DocuSign, this integration also allows customers to automatically update their CRMs when they sign a contract electronically using DocuSign on the Salesmate.io platform. This integration avoids data entry errors by automatically updating the CRM when a contract is digitally signed using DocuSign instead of having to manually enter the data into Salesmate.io’s CRM system afterwards. Moreover, this integration also allows customers to automatically send thank you emails to clients after they have completed digital signatures using DocuSign on the Salesmate.io platform. This reduces manual data entry errors by ensuring that each client receives an individualized thank you email after completing a digital signature on the Salesmate.io platform rather than a generic email being sent out en masse to every client invpved in a transaction. This ensures that each client receives a personal thank you note from Salesmate.io for completing a digital signature on the Salesmate.io platform rather than a mass-produced generic email that could potentially be mistaken for spam or junk mail. Based on these integrations between Salesmate.io and DocuSign, we can conclude that this partnership enables customers to reduce friction in the sales cycle by streamlining processes between Salesmate.io and their CRMs through online digital signatures created using DocuSign on the Salesmate.io platform.

Benefits of Integration of Salesmate.io and DocuSign

This integration between Salesmate.io and DocuSign provides benefits for both companies as well as their customers:

  • For Salesmate.io. This integration helps Salesmate.io increase its credibility as a B2B e-commerce spution among its existing customers as well as new customers through word of mouth marketing since users are likely to recommend other clients to use this integration with Salesmate.io if they have had positive experiences using it previously or have benefited from it in any way during their interactions with Salesmate.io during the sales cycle process.
  • For DocuSign. This integration increases awareness of DocuSign among SMEs and mid-market companies because these companies are likely to use Salesmate.io’s services if they want to benefit from this integration with DocuSign since they can use it to streamline their sales cycles through online transactions rather than having to go through traditional paper-based transactions that require physical signing of contracts in person or via courier or via email attachment which requires more time than online digital transactions which can be done instantly with only a few clicks of the mouse button or touch of an iPhone or Android phone screen on a mobile app installed on the user’s smartphone or tablet device.

The process to integrate Salesmate.io 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.