November 3, 2023

How to send Docusign contracts when a contact is tagged accordingly on folk

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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.

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.


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.

Implementing this integration can greatly enhance your contract signing process, organization, and customer experience. Give it a try and experience the benefits for yourself!