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Streamline CRM Updates with DocuSign Automation - Boost Sales Efficiency with Make.com, N8N and Zapier

Your No-code and AI Automation Partner

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

1. Document Completion Trigger

Trigger when a document is completed in DocuSign.

Retrieve Signer Information

2. Extract Signer Metadata

Extract signer name, email, and document status.

Check Document Type

3. Conditional Filter for Sales Contract

Verify if the document is a sales contract.

Search for Contact

4. Find Corresponding CRM Contact

Search for the contact in the CRM.

Update Contact Record

5. Update CRM with Contract Details

Update existing contact with contract status.

Create New Contact Profile

6. Add New Contact to CRM

Create new contact if not found in CRM.

Move Document to Folder

7. Archive Document in Cloud Storage

Store document in a specified Google Drive folder.

Notify Sales Team

8. Alert Sales on Contract Update

Notify sales team about contract status update.

Schedule Follow-Up Task

9. Set Follow-Up for Sales Call

Schedule a follow-up task for a sales call.

Add Contract to Spreadsheet

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.

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's 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 required

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

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.