This article is to provide you with a comprehensive guide that has been shared by one of our valuable customers, Dustin Singer. By following the steps outlined in this article, you can seamlessly incorporate DocuSign into your CRM and streamline your business processes.
With this integration, you’ll be able to send and receive documents more efficiently and securely, while also enhancing the overall customer experience. Let’s dive in and learn how to integrate DocuSign into your CRM today!
Let’s get started with setting up your system! Follow these easy steps
Step 1 – Create a template for your purchase and sale agreement in Docusign
To ensure the webhook data passes correctly, please remember to sign the Docusign template in the correct order. Start by signing first before sending it to the seller, similar to this:
1. Dustin Singer (Buyer) Editor
2. Seller 1 (Needs to sign)
3. Seller 2 (Needs to sign)
4. Dustin Singer (Buyer) Needs to sign
Step 2 – Create a Zap Trigger
To connect Forefront with Docusign and automate your purchase and sales agreement, you’ll need a Zapier paid account.
2.1 Simply log in to Zapier, create a new zap, and rename it for easy future access. Then, search for “Webhooks by Zapier” to set up the integration
2.2 Set the Event to be ‘Catch hook’ and click Continue:
2.3 Leave the ‘Pick off a child key’ field blank in the ‘Set up trigger’ section and click Continue:
2.4 Click the Copy button from the Test Trigger section. This is the URL you will need for your status automation within Forefront (Step 3 below):
Step 3 – Create a status in your pipeline that will trigger the e-signature request
3.1 You can either create a status or use an existing status. Head over to your pipeline settings and click to manage the status where you are going to add the status automation
This automation will act as a trigger to create the agreement in Docusign and initiate the signature request (we will get to setting those up in the next steps)
3.2 Set the Trigger to be ‘Enters Status’, set the Action to be ‘Send Webhook’, paste the URL from the Zap trigger and click ‘Create Automation’:
3.3 Now head over to your pipeline within Forefront and add a tests lead into an adjacent status (so that you can later drag it into the status you set the automation for). It’s best to use a valid email address of yours to contact this test lead so that you can later confirm if the signature request works
Drag the test lead into the status you just set the automation up for. This will allow you to fire off the webhook automation you just created so that you can set the fields properly within Zapier. After you move a lead into the status, the automation will happen and you can go back to Zapier to click the ‘Test Trigger’ button
You should see a success message and data for the leads you dragged into the status. Click the continue button
Step 4 – Add Signature Request Action for your Zap
4.1 Connect to your Docusign account and click Continue
Set the template ID for your Docusign purchase and sales agreement template you created in Step 1 and ensure recipient role is set to ‘Editor’ and click Continue:
4.2 Now populate the field data for the purchase and sale agreement from the data received by the Forefront status automation and click Continue:
4.3 Click Test and confirm the zap works by checking your email to find the signature request.
Congratulations! You have successfully integrated DocuSign with your CRM, making it easier for you to manage and streamline your document signing process.
This will save you time and effort, allowing you to focus on more important tasks and providing better service to your customers. Enjoy the benefits of this integration and make the most out of your CRM and DocuSign!
For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!