HelloSign + Virtuous CRM
Integration + Automation

On-demand demo

HelloSign
+
Virtuous CRM

HelloSign and Virtuous CRM Solutions

Uses

All, Marketing, Sales

Business professionals that want to integrate HelloSign with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Partner with our CS team and receive hands-on HelloSign support

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth
HelloSign

HelloSign

Connection Type

Service connector Tray Connector

Triggers

Get account

Webhook

Operations

Get file

Get file URL

Get signature request

List signature requests

List Templates (DDL)

Virtuous CRM

Virtuous CRM

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Archive a contact

Create contact

Create new tag for contact

Follow contact by ID

Get contact by ID

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