Integrate Docusign with folk CRM for faster contract workflows

Docusign is a popular electronic signature platform that allows users to send and sign contracts digitally.

Integrating Docusign with folk CRM can streamline your contract management process and improve your overall customer relationship management, making it an ideal solution for sales teams of 20-50 people who need efficient contract automation.

Sending contracts for signature helps in a multitude of use cases including finalizing deals, partnering with other businesses, and managing legal agreements.

In this article, we will explore the use case, benefits, and step-by-step instructions on how to centralize Docusign contracts into Folk CRM.

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Benefits

Benefit #1: Streamline contract signing process. By integrating Docusign with folk CRM, you can easily send contracts for signature to your tagged contacts, ensuring a seamless and efficient signing process.

Benefit #2: Track contract status. With this integration, you'll be able to keep track of the contracts sent for signature and monitor their status, allowing for timely follow-up and action.

Benefit #3: Enhance contract management. By centralizing Docusign contracts into folk CRM, you can have a comprehensive view of your contract history with each contact, including signed contracts, pending contracts, and contract details.

How to Centralize Docusign Contracts into Folk CRM

1. Open a Zapier or Make account: Zapier and Make are popular automation platforms that will help you connect Docusign and folk CRM.
2. Set up the trigger: Choose folk CRM as the trigger, connect it to Zapier. Select the event "Contact Tagged" on folk CRM.
3. Set up the action: Choose Docusign as the action, connect it to Zapier. Select the right template or document on Docusign and customize the contract you want to send. Match the fields from folk CRM with the corresponding fields in Docusign.

Start from this template

By following these steps, you can centralize your Docusign contracts into folk CRM and automate the process of sending contracts for signature to tagged contacts. This integration will optimize your contract management efforts and improve your overall customer relationship management, particularly for medium-sized sales teams looking to scale their operations efficiently.

Implementing this integration can greatly enhance your contract signing process, organization, and customer experience. For sales teams of 20-50 people, folk CRM provides the perfect balance of advanced automation features and user-friendly interface to maximize your contract management workflow. Give it a try and experience the benefits for yourself!

👉🏼 Try folk now to centralize envelope statuses in each contact timeline and enable timely follow-ups.

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FAQ

How to integrate DocuSign with folk CRM?

Create a Zapier or Make workflow: trigger 'Contact Tagged' in folk CRM, action DocuSign to send a template, map fields like name and email, test, then turn it on. Optionally add a step to write the envelope status back to folk.

What fields should be mapped from folk CRM to DocuSign?

Map signer name, email, company, role, and any custom fields used in the template. Use folk contact fields to prefill DocuSign tabs. Ensure required fields exist for every signer to prevent send errors.

Can DocuSign status update back into folk CRM?

Yes, via Zapier or Make. Use a DocuSign trigger such as 'Envelope Sent' or 'Completed' and update the contact in folk with status, envelope ID, and completion date to enable tracking and timely follow-ups.

What are best practices for automating contract sending?

Use tags to signal readiness, lock DocuSign templates, map only required fields, test with a sample contact, enable reminders and expirations, and store the envelope ID in a custom field in folk for reliable tracking.