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Streamline CRM Updates with DocuSign

Enhance your contract management by automating the update process from DocuSign to your CRM. Reduce errors, speed up sales cycles, and keep your team informed with real-time data updates.

When a Document Completed
Solution
1. Document Completion Trigger

Trigger when a document is completed in DocuSign.

Retrieve Signer Information
Solution
2. Extract Signer Metadata

Extract signer name, email, and document status.

Check Document Type
Solution
3. Conditional Filter for Sales Contract

Verify if the document is a sales contract.

Search for Contact
Solution
4. Find Corresponding CRM Contact

Search for the contact in the CRM.

Update Contact Record
Solution
5. Update CRM with Contract Details

Update existing contact with contract status.

Create New Contact Profile
Solution
6. Add New Contact to CRM

Create new contact if not found in CRM.

Move Document to Folder
Solution
7. Archive Document in Cloud Storage

Store document in a specified Google Drive folder.

Notify Sales Team
Solution
8. Alert Sales on Contract Update

Notify sales team about contract status update.

Schedule Follow-Up Task
Solution
9. Set Follow-Up for Sales Call

Schedule a follow-up task for a sales call.

Add Contract to Spreadsheet
Solution
10. Track Performance and Deals

Log contract details for performance tracking.

- Repeat -

Automation Benefits

Benefits of Automating Contract Updates

Gain a competitive edge with these powerful benefits of automating your contract management process.

Enhanced Efficiency

Save time and reduce manual workload by automating contract updates.

Reduced Human Error

Eliminate data entry mistakes with automated updates.

Seamless Integration

Easily integrate with existing CRM and cloud storage systems.

Timely Follow-Ups

Ensure timely sales follow-ups with automated task scheduling.

Comprehensive Record Keeping

Maintain accurate records with automatic document archiving.

Boosted Team Collaboration

Improve internal communication with instant status notifications.

Features

Features of the Automation

Explore the key features that make this automation essential for efficient contract management and CRM integration.

  • 1
    Real-Time CRM Updates

    Ensure your CRM always reflects the latest contract data for accurate sales tracking.

  • 2
    Improved Team Communication

    Keep your sales team informed with instant notifications about contract status changes.

  • 3
    Automated Document Archiving

    Automatically store completed contracts in organized cloud storage folders.

Feature

Outcomes

Expected Outcomes

Discover the tangible benefits your business will experience by implementing this automation.

20%
Increased Conversion Rates
30%
Faster Sales Cycles
99%
Improved Data Accuracy

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FAQ

Frequently Asked Questions

Find answers to common questions about automating contract updates with DocuSign.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required