Docusign
Integration by CopperCopper CRM integrates with Docusign to auto-fill templates that make it easy to send and sign e-documents.
Plan availability
Starter
Basic
Professional
Business
Docusign helps organizations connect and automate how they prepare, sign, act on and manage agreements. Get signatures faster, track document status and once signed—store related e-signed documents to accounts, contacts, leads and opportunities in Copper for quick retrieval.
- Auto-pull in contact details and file information—via Google Drive, Dropbox or upload from your computer
- Choose recipients and assign signing roles from inside Copper
- Using artificial intelligence, the integration auto applies a document template based on that information
- View updated document status in Copper: Sent, Received, Completed or Error
- Store all related documents sent via Docusign to relevant accounts and contacts
- Click and view signed documents with appropriate permissions and access
What is CRM integration?
CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Are integrations included in all plans?
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Are integrations available on a free trial?
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
I don’t see one of my preferred tools on this list. What can I do?
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I’ve built an integration with Copper. How can I be featured on this page?
If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
How do I set up integrations in Copper CRM?
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
