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Salesmate.io + DocuSign Integrations

Syncing Salesmate.io with DocuSign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

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
DocuSign Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Hellosign Hellosign
  • SignRequest SignRequest

Best Salesmate.io and DocuSign Integrations

  • Salesmate.io Google Contacts

    Salesmate.io + Google Contacts

    Add new Salesmate contacts to your Google Contacts account Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Spending too much time transferring contacts from one app to the next? Once you set up this integration, Appy Pie Connect will create a Google Contact automatically for every new Salesmate contact, making sure your lists stay up-to-date.
    How This Salesmate-Google Contacts Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect creates a new contact to Google Contacts.
    What You Need
    • Salesmate account
    • Google Contacts account
  • Salesmate.io MailChimp

    Salesmate.io + MailChimp

    Add Salesmate contacts to Mailchimp as new subscribers Read More...
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Instead of manually importing mailing lists over and over, Appy Pie Connect can do it for you! Once enabled, this integration will automatically subscribe new Salesmate contacts to a list on Mailchimp so you can be sure they'll get your next update.
    How This Salesmate-Mailchimp Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect adds a new subscriber to Mailchimp.
    What You Need
    • Salesmate account
    • Mailchimp account
  • Salesmate.io Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    Salesmate.io Get Document
     
    Then do this...
    Google Drive Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive Account
  • Salesmate.io WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    Salesmate.io Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • Salesmate.io DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    Salesmate.io New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • Salesmate.io DocuSign

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Salesmate.io {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{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.

  • Get Document

    Trigger every time a new document is e-signed in DocuSign.

    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

How Salesmate.io & DocuSign Integrations Work

  1. Step 1: Choose Salesmate.io as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesmate.io with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select DocuSign as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate DocuSign with Appy Pie Connect.

    (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 company that specializes in sales automation and DocuSign is a company that specializes in e-signatures. These two companies can be integrated with each other to help businesses to save time and money. This is because the integration of Salesmate.io and DocuSign allows businesses to set up contracts and documents so that they can be signed electronically.

  • Integration of Salesmate.io and DocuSign
  • Salesmate.io and DocuSign can be integrated with each other to allow for business documents and contracts to be sent via email and then signed electronically. This saves time and money for businesses because if they need to send their contract to another business, they can do this electronically without having to print it out and mail it. This also allows for multiple individuals to sign a contract or document at once because they can all use the same electronic signature software program at the same time.

  • Benefits of Integration of Salesmate.io and DocuSign
  • The benefit of integrating Salesmate.io and DocuSign is that businesses can save time and money by being able to send their contracts electronically and have multiple individuals sign them at one time. This allows for a quicker turn around time on contracts and documents as well as lower postage costs. In addition, this efficiency saves time for employees who do not have to spend as much time printing documents or filling out hard copies of those documents. The integration of Salesmate.io and DocuSign also helps businesses to be more environmentally friendly because they are not wasting as much paper as they would if they were printing off contracts or documents that need to be signed.

    In conclusion, the integration of Salesmate.io and DocuSign allows businesses to save both time and money by being able to send their contracts electronically instead of having to print them out and mail them, thus helping to save paper as well as postage costs for these businesses. In addition, the integration of Salesmate.io and DocuSign allows for multiple people to sign a contract or document at one time, thus saving employees from spending an extra amount of time trying to get all parties to sign a document at one time.

    The process to integrate 403 Forbidden and 403 Forbidden 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.