Integrate Oracle Marketing Cloud
with DocuSign

Data Solutions

Connect Oracle Marketing Cloud with DocuSign to enhance lead engagement, automate follow-ups, and improve campaign tracking. Using KingswaySoft’s ETL-based solution, you can bring DocuSign envelope data into Oracle to better segment contacts and personalize communications.

Oracle Marketing Cloud ToolkitSSIS Productivity Pack

Oracle Marketing Cloud with DocuSign Integration

Sample Integration Use Case

Track Document Completion for Marketing Engagement

Track Document Completion for Marketing Engagement

Your team uses Oracle Marketing Cloud for email marketing and DocuSign for agreements and onboarding forms. To streamline communications, you want to track signed document statuses and sync them with marketing contact records in Oracle.

  • Envelope Statuses Retrieved from DocuSign: Filtered by completion status, template, or recipient

  • ETL Workflow Maps to Oracle Contact Data: Fields like name, email, and status are matched with Oracle records

  • Contact Records Updated in Oracle Marketing Cloud: Enables triggered campaigns or suppressions based on document status

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Monitor Agreement Progress in Real Time

Monitor Agreement Progress in Real Time

Sync DocuSign completion data to Oracle for better visibility into contact engagement.

Enable Automated Campaigns Based on Sign Status

Trigger nurture flows, reminders, or confirmations when documents are viewed or signed.

Enable Automated Campaigns Based on Sign Status

Aligned Data and Improved Workflows

Use DocuSign data to refine Oracle contact segmentation and automate follow-ups.

Scenario Data Movement Business Outcomes
Track signed agreements DocuSign → Oracle Marketing Cloud Trigger follow-up campaigns for completed documents
Update contact status on document open DocuSign → Oracle Marketing Cloud Launch reminders or alerts for unsigned documents
Flag declined envelopes DocuSign → Oracle Marketing Cloud Suppress users from further contract campaigns
Capture the signer name and date DocuSign → Oracle Marketing Cloud Log document interactions in Oracle contact records
Archive completed envelope details DocuSign → Oracle Marketing Cloud Retain document metadata for audit or compliance use

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