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DocSend + ActiveCampaign + Salesforce Integrations

How to connect DocSend + ActiveCampaign + Salesforce

Zapier lets you send info between DocSend and ActiveCampaign and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with DocSend + ActiveCampaign + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocSend, ActiveCampaign, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • DocSend triggers, actions, and search

    New Space Created

    This trigger fires when you create a new Space in DocSend.

    Trigger
    Instant
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    • Document

    • 100% Completion

    Trigger
    Instant
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    • Custom ObjectRequired

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
    Try It

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How DocSend + ActiveCampaign + Salesforce Integrations Work

  1. Step 1: Authenticate DocSend, ActiveCampaign, and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
docsend logo
docsend logo

About DocSend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
Learn more

Related categories

  • Ads & Conversion
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

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About Salesforce

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