📖 Table of contents
You can connect Yousign to your tools in order to use your external contacts in your signature requests, templates and forms.
Benefits of connecting your external contacts with Yousign
If you use a CRM and/or a HRIS tool, you don’t need to juggle between your tool and Yousign to gather signer information. By activating the connexion with your tool of choice, you can save time and seamlessly use your contacts within Yousign.
Once your tool connected, you’ll be able to add your external contacts as signers, approvers, or followers in your signature requests, templates and forms:
All your Yousign users can connect or disconnect tools
All your Yousign users can use it (regardless of workspace).
You can connect your CRM or HRIS tool if you are on a Plus, Pro or Scale subscription. It is possible to connect at the same time multiple contact sources.
They are not available on the Free and One plans.
From which tools can I connect my contacts?
CRM (Customer Relationship Management) tools
For now, you can connect :
HRIS (Human Resource Information Systems) tools
For now, you can connect :
Lucca (see how)
My tool is not listed above. What can I do?
Our team is constantly working on enriching the list of tools from which you can connect your contacts. If your tool is not listed above, please let us know here.