Two-way contact sync between Workbooks and DocuSign

WorkbooksDocuSign

PieSync integrates Workbooks with DocuSign for an automatic 2-way contacts sync. Every time you add or update a contact in Workbooks, it is automatically synced with DocuSign, and vice versa - eliminating import/export!

Syncing Workbooks with DocuSign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Workbooks with DocuSign.

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About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

Workbooks

About Workbooks

Workbooks is a CRM for SMEs who love the Windows-like interface. Features such as lead-creation, pipeline management, deal tracking and invoice creation together with sales and marketing automation, and integrations make this a great tool to grow your business from!

DocuSign

About DocuSign

Docusign allows you to send, sign and approve documents with a digital signature from anywhere and on any device. Docusign makes any workflow or approval simple, secure and fully digital, so you can get on with your business and your life.

Try it out for yourself

Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.

Michel DevisscherGeneral Manager
Medys

Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!

Ágúst SigurðarsonMarketing Manager
Valka