Does anyone currently work with a plug in like Docusign for Infusionsoft? If so, what is it called please? Thanks in advance!
Jessica
I don’t know of a direct integration but I do know that many have solved for this using Parsey as a middle man. See the following article:
We do for our clients exactly what @John_Borelli laid out, and it works beautifully and consistently. Never have had any issues once it’s set up properly in all three platforms. Parsey supplies very detailed instructions on how to implement the build-out.