Copper, an innovative cloud-based CRM fully integrated with Google G-Suite, needed to integrate an eSignature solution into their CRM offering. After considering the available vendors, they felt DocuSign was the obvious choice, especially with its support of the DocuSign API through the Ruby SDK.

Starting from existing Ruby code examples, Copper lead developer Daniel Quimper and his team were easily able to develop an integration that plants DocuSign eSignature workflows directly into Copper, enabling Copper customers to send documents for eSignature directly while filling in customer contact information and other details automatically. The integration lets users track the status of the signing process and easily download completed documents. Quimper’s team used DocuSign Connect webhook technology to optimize data exchange between Copper and DocuSign to keep their users instantly updated with status changes.

Check out the full text of our API Success Story on the DocuSign Resource Center.

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