DocSend

DocSend + SalesforceIQ Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and SalesforceIQ, with as many as 9 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect DocSend + SalesforceIQ and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Link Created

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

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

New Space Created

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

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

New Visit

Triggers when you get a new visit.

Update Field Values

Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")

New Relationship (V2)

Triggers when a relationship is created.

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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.

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SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations