DocSend tells you which prospects are engaged and what exactly about your pitch they're most engaged with, so it's a natural to want to access this information from your CRM. With this DocSend to SalesforceIQ integration you'll be able to do just that.
How It Works
- Someone visits one of your DocSend links
- Zapier logs a new event on the matching person in your SalesforceIQ account
What You Need
- DocSend account
- SalesforceIQ account
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
It's easy to connect DocSend + SalesforceIQ and requires absolutely zero coding experience—the only limit is your own imagination.
This trigger fires when you create a new link in DocSend.
Record an event between Contacts. For example, the creation of a support ticket by a client.
This trigger fires when you create a new Space in DocSend.
Create a relationship in a specified list. For example, adding a candidate to a recruiting List.
Triggers when you get a new visit.
Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")
Triggers when a relationship is created.
You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.