How to Automatically Upload Completed signNow Documents into Infusionsoft (Keap)

Integrating your document management solution with your CRM is essential for efficient customer relationship handling. If you’re currently using signNow to finalize contracts, agreements, or other critical documents, automating their transfer directly to Infusionsoft (Keap) can save significant time and increase accuracy in your workflow.

Why Integrate signNow with Infusionsoft (Keap)?

When you connect signNow with Infusionsoft (Keap), each completed document can be automatically linked to its appropriate contact, reducing manual work and minimizing potential errors. This integration supports smoother workflows and better customer interactions by providing immediate access to essential documents.

Setting Up Your signNow-Infusionsoft (Keap) Integration with Make

Here's a simple, step-by-step guide to help you configure this powerful automation:

Step 1: Prepare Your Accounts

Before starting, ensure you have active accounts on signNow, Infusionsoft (Keap), and Make.

Step 2: Connect signNow to Make

Log in to your Make account, create a new scenario, and select signNow as your application's start point. Authenticate your signNow account and configure the trigger action for document completion.

Step 3: Add Infusionsoft (Keap)

Next, add Infusionsoft (Keap) to your Make scenario, connecting it with your account details and setting up the correct actions, like uploading documents and linking them appropriately with existing contacts based on defined parameters.

Step 4: Test and Activate Your Automation

Perform tests to ensure everything is working smoothly. After confirming the integration functions as expected, enable your scenario for continuous use.

Benefits of Integrating signNow and Infusionsoft (Keap)

• Reduces manual data entry and saves your team valuable time.
• Eliminates common errors when associating contacts with relevant completed documents.
• Enhances customer relations by ensuring timely, accurate access to crucial documentation.

Conclusion

By automating the upload of completed signNow documents into Infusionsoft (Keap), your team can spend less time managing paperwork and more time focusing on essential business functions. This integration provides a seamless, error-free workflow boosting productivity and customer satisfaction significantly.