Ready to send. Still copying details.
Your client’s details are already in LeadConnector. Yet you’re switching tabs to paste them into DocuSign, one field at a time.
DocuSign integration for LeadConnector
DocuSign in LeadConnector. Without the busywork.
Send agreements with CRM data already filled in. Automate your follow-ups. Bring client-entered details and signed PDFs back to the right contact.
No card to start. Request assisted setup for your LeadConnector account.
See the entire agreement flow
DocuSign × LeadConnector
14-day free trial
Keep your existing DocuSign account
Work inside LeadConnector
For teams using both tools separately
The agreement is simple.
The agreement is simple.
The work around it isn’t.
Sent it. Now what?
Your client hasn’t replied. Unopened? Opened but unsigned? Declined? Checking and following up are still on you.
Signed. But the answers are over there.
Your client entered the details you needed in DocuSign. Now you’re copying those answers back into LeadConnector.
Bring DocuSign into the CRM you already use.
01
Send and sync
Your data goes out.
Your data goes out.
Their answers come back.
Use mapped LeadConnector data to prefill agreements. After signing completes, client-entered details return to their mapped contact fields.
From the contact to the agreement
CRM → DocuSign
HL
LeadConnector contact
Source
Client name
John Henderson
Client email
john@example.com
Property address
412 Oak Avenue
Already saved in your CRM
Prefill
Prefilled
Buyer full name
John Henderson
Buyer email
john@example.com
Property address
412 Oak Avenue
Buyer Representation Agreement · Ready to send
Choose a mapped template. Send the agreement from LeadConnector with the details already in place.
From the completed agreement to contact custom fields
DocuSign → CRM
Completed
Co-buyer full name · entered by client
Margaret Henderson
Co-buyer email · entered by client
margaret@example.com
Signing complete · All required signers finished
Sync back
HL
LeadConnector custom fields
Saved
JH
John Henderson
john@example.com · Primary contact unchanged
Co-buyer name · mapped custom field
Margaret Henderson
Co-buyer email · mapped custom field
margaret@example.com
Saved to John’s contact record
The client provides the missing details. Your configured mappings put those values in the right CRM fields after the agreement completes.
Illustrative data and product components. Field mappings are configured before use.
Try it with your own agreements
Keep your DocuSign templates. Connect the flow.
02
Automate the workflow
Give every agreement
Give every agreement
a next step.
Send at the right pipeline stage. Follow up when an agreement stalls. Move the deal forward when signing is complete.
Connected LeadConnector workflows
Trigger → action → result
WHEN
Deal reaches “Agreement ready”
DO THIS
Send the mapped DocuSign template
VISIBLE RESULT
Agreement sent
WHEN
Agreement stalls past your configured threshold
DO THIS
Run the enabled follow-up workflow
VISIBLE RESULT
Reminder sent
WHEN
Agreement completed by all required signers
DO THIS
Move the opportunity to your chosen stage
VISIBLE RESULT
Deal moves to “Won”
Stalled can mean not opened or viewed but still unsigned. Follow-up timing is configured for your process.
03
Track and store
The status. The signed PDF.
The status. The signed PDF.
The same contact.
See DocuSign activity from the contact record and open the completed agreement from there. No separate search for the latest status.
Buyer Representation Agreement
Agreement activity
- Sent Request delivered
- Viewed Client opened it
- Completed Required signing finished
PDF
Buyer Representation Agreement.signed.pdf
Available from this contact record
Signed PDF access is linked to the agreement. Contact-file attachment depends on your configured storage settings and permissions.
Illustrative contact-record view. Agreement activity and document access stay connected to the same client.
Getting started
Connect the tools.
Connect the tools.
Make the flow yours.
Tell us about your account.
Complete the trial form. We reply the same working day and help set up the integration for your LeadConnector account.
Use your DocuSign account.
Connect DocuSign, choose your template, and map the CRM values and client answers to the fields you need.
Run your first agreement.
Send from LeadConnector and enable the workflows that fit your pipeline and follow-up process.
Setup help is available. See the getting-started guide · Book an optional setup call
Pricing
A plan for your business.
A plan for your business.
Room for your agency.
Every plan starts with a 14-day free trial.
Starter
For a business connecting its own LeadConnector account.
$29
per active sub-account / month
Billed monthly per active sub-account
Start your 14-day free trial
- Pay only for active sub-accounts
- Prefill agreements & sync mapped answers
- Configured workflow automation
- Agreement activity & signed PDF access
Agency
For agencies offering the integration to clients.
$249
/ month
Billed monthly
Start your 14-day free trial
- Up to 250 sub-accounts
- Prefill agreements & sync mapped answers
- Configured workflow automation
- Agreement activity & signed PDF access
- White-label integration experience
Scale
For agencies with a larger client base.
$497
/ month
Billed monthly
Start your 14-day free trial
- Unlimited sub-accounts
- Prefill agreements & sync mapped answers
- Configured workflow automation
- Agreement activity & signed PDF access
- White-label integration experience
USD. No card to start the trial. A DocuSign account is required and billed separately. Annual prices show the monthly equivalent; the annual total is charged once per year. Full pricing details .
Setup with someone who knows the product
Get help connecting your
Get help connecting your
actual agreement process.
Bring your templates, field mappings, and workflow questions. Use the documentation or talk through your setup with the team.
Arun · Founder of LeadConnector Bridge
A working conversation about your LeadConnector and DocuSign setup.
Book an optional callOffering this to your agency’s clients?
Agency and Scale plans let you deliver the integration inside your LeadConnector environment with branding configured for your agency.
Before you start
A few useful answers.
Keep the tools you use. Connect the agreement process between them.
How to connect DocuSign to LeadConnector
Browse product documentation
What does LeadConnector Bridge connect?
LeadConnector Bridge connects your DocuSign account to LeadConnector, also known as LeadConnector or GHL. It lets you send mapped agreements, automate configured follow-ups, and see completed agreement data from the contact record.
Do I need my own DocuSign account?
Yes. You need a LeadConnector account and your own DocuSign account. LeadConnector Bridge is the integration; a DocuSign subscription is not included.
Can I send documents prefilled with CRM data?
Yes. Map your LeadConnector contact fields to the fields in a DocuSign template. Those mapped CRM values populate the agreement when you send it.
Which client answers sync back, and when?
Configured template field mappings can return client-entered details to supported standard or custom contact fields after the agreement completes. For example, a co-buyer’s name and email can go into the primary contact’s custom fields. An individual signer finishing does not mean a multi-signer agreement is complete. Read the multiple-signers guide .
Will agreements and follow-ups send automatically?
They can when you enable and configure the relevant LeadConnector workflows. Use a pipeline-stage change to send an agreement, a stalled-agreement event for follow-up, and completed signing to advance the opportunity. Choose the stages, timing, and actions for your process.
Where is the signed PDF stored?
You can access the completed PDF from the agreement on the contact record. Storage can be configured for a saved document link, media storage, or contact-file attachment. Contact-file attachment requires the appropriate settings and permissions.
How is this different from LeadConnector Documents & Contracts?
LeadConnector has its own Documents & Contracts functionality. LeadConnector Bridge is for teams that want to keep using DocuSign while connecting it to LeadConnector. Compare the two approaches .
How does the 14-day trial work?
Complete the trial form below to request assisted setup. We reply the same working day and help connect the integration to your LeadConnector account. No card is needed to start. A setup call is available if you want one; requesting a trial does not instantly provision an account.
Can my agency offer it under our own brand?
Agency and Scale plans include a white-label integration experience inside your LeadConnector environment. Branding is configured during setup. Customers still use their own DocuSign account and its signing experience.
What does it cost after the trial?
Monthly billing is $29 per active sub-account for Starter, $249 for Agency with up to 250 sub-accounts, or $497 for Scale with unlimited sub-accounts. Annual billing is available at the rates shown above. All prices are in USD; your DocuSign subscription is separate.
Your next agreement, with less busywork
Start your 14-day
Start your 14-day
free trial today.
Tell us about your LeadConnector account. We’ll reply the same working day and help you connect DocuSign, map your fields, and get started.
- No card needed to start
- Use your own DocuSign account
- Assisted setup for your real workflow
Request your trial setup
Complete the form to start the setup conversation.
Form not loading? Open the trial form in a new tab .
Read the 80-second product demo transcript
You’re ready to send an agreement. First, you’re switching tabs to copy client details from LeadConnector into DocuSign. You send it, but hear nothing back. Unopened? Opened but unsigned? Declined? Checking and following up are still on you. Your client fills in their details. But those answers stay in DocuSign. Now you’re copying them back into LeadConnector. Sound familiar? Meet the DocuSign Integration by LeadConnector Bridge, built for LeadConnector. Send documents from LeadConnector, prefilled with your CRM data. Client-entered names, emails, and other details automatically sync back to your mapped LeadConnector contact fields. Send agreements automatically when deals reach the right pipeline stage. Activate prebuilt workflows to follow up on stalled agreements and move deals forward when signing is complete. Track agreement activity right on the contact record. The signed document is saved there, too. Start your 14-day free trial today.