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signNow

Close and Signnow Integration

Seamlessly connect Close CRM with SignNow to accelerate your sales cycle with effortless eSignature workflows.

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Explore Triggers and Actions

Triggers
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Events that start automations (reorder apps to see more triggers)
Actions
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Steps your automation takes in response (reorder apps to see more actions)
New Custom Event
Trigger new event when the configured types of events are triggered.
New Lead Status Change
Trigger new event when a Lead's status is changed
New Lead
Trigger new event when a new Lead is created
New Opportunity
Trigger new event when a new Opportunity is created
Create Document From Template
Creates a new document copy out of a template.
Prefill Text Fields
Adds values to fields that the signers can later edit when they receive the document for signature.
Send Field Invite
Creates and sends a field invite to sign a document.
Upload Document With Tags
Uploads a file that contains SignNow text tags.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Close and Signnow?

The Close and SignNow integration empowers sales teams to send, sign, and manage contracts directly within Close. Automate document workflows, reduce manual tasks, and close deals faster by combining Close’s powerful CRM capabilities with SignNow’s secure and compliant eSignature platform.

Connect
Close
and
signNow
to streamline your company's workflows, automate tasks, and boost productivity.
Contact Sales

Frequently asked questions

How does the Close and SignNow integration improve my sales process?

By integrating SignNow with Close, you can send contracts and agreements for signature without leaving your CRM. This streamlines the sales process, reduces turnaround time, and helps you close deals faster.

Is it secure to send documents for signature through this integration?

Yes, SignNow provides industry-leading security and compliance standards, including encryption and audit trails, ensuring your documents and signatures are safe and legally binding.

Can I track the status of sent documents within Close?

Absolutely. The integration allows you to monitor the status of your documents—whether they are sent, viewed, or signed—directly from your Close dashboard.

Do I need separate accounts for Close and SignNow to use this integration?

Yes, you will need active accounts for both Close and SignNow. Once connected, the integration enables seamless communication between the two platforms.

How do I set up the Close and SignNow integration?

Setting up is simple: connect your SignNow account within Close’s integrations settings, configure your document templates, and start sending contracts for eSignature right away.

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