Docusign
Apollo.io
Docusign and Apollo.Io Integration
Seamlessly connect DocuSign with Apollo.io to streamline your sales workflows and accelerate deal closures.
Seamlessly connect DocuSign with Apollo.io to streamline your sales workflows and accelerate deal closures.
The DocuSign and Apollo.io integration empowers sales teams to send, sign, and manage contracts directly within the Apollo.io platform. By combining Apollo.io’s powerful prospecting and engagement tools with DocuSign’s trusted eSignature capabilities, you can reduce manual tasks, improve document turnaround times, and close deals faster—all without switching between apps.
Once connected, you can send documents for signature directly from Apollo.io contacts and deals. DocuSign handles the secure signing process, while Apollo.io tracks the status and updates your records automatically.
Yes, you need active accounts for both DocuSign and Apollo.io. The integration links these accounts to enable seamless document sending and signature tracking within Apollo.io.
Absolutely. The integration provides real-time updates on document status—such as sent, viewed, signed, or declined—directly within Apollo.io, keeping your sales pipeline transparent and up to date.
Yes. DocuSign is a leader in eSignature security and compliance, adhering to global standards such as ESIGN, UETA, and GDPR. The integration maintains these security protocols to protect your sensitive documents.
Simply navigate to the integrations section in your Apollo.io dashboard, select DocuSign, and follow the authentication prompts to connect your accounts. Once connected, you can start sending documents for signature immediately.
