signNow
Close

Signnow and Close Integration

Seamlessly connect SignNow with Close to accelerate your sales cycle by automating document signing directly within your CRM.

Explore Triggers and Actions

Completed Document (Instant)
Trigger new event when all signers have filled in and signed the document.
Updated Document (Instant)
Trigger new event when a document has been updated.
Create Lead
Creates a lead.
Custom Action
Makes an arbitrary call to the Close API.
Search Leads
Search leads with a given field and word.
Update Lead
Updates a lead.

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 Signnow and Close?

The SignNow and Close integration empowers sales teams to send, sign, and manage contracts without leaving the Close platform. Streamline your workflow by eliminating manual steps, reduce turnaround times, and keep all your sales documents organized and accessible in one place. This integration ensures secure, legally binding eSignatures that help you close deals faster and more efficiently.

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

Frequently asked questions

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

By integrating SignNow with Close, you can send contracts and agreements for eSignature directly from your CRM, reducing manual data entry and speeding up the signing process. This leads to faster deal closures and a more efficient sales workflow.

Is it secure to use SignNow within Close for signing documents?

Yes, SignNow uses industry-leading security protocols to ensure all documents are encrypted and legally binding. The integration maintains these security standards, so your sensitive sales documents remain protected throughout the signing process.

Can I track the status of documents sent for signature within Close?

Absolutely. The integration allows you to monitor the status of each document—whether it’s sent, viewed, signed, or completed—directly within your Close dashboard, keeping you informed at every step.

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

Yes, you will need active accounts on both SignNow and Close. Once connected, the integration syncs your data seamlessly between the two platforms.

How do I set up the SignNow integration with Close?

Setting up the integration is simple. From your Close account, navigate to the integrations section, select SignNow, and follow the prompts to authenticate and connect your accounts. Once connected, you can start sending documents for eSignature immediately.

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