DocSend
When this happens...
DocSendNew Visit
Then do this...
SalesforceIQAdd Event

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

  1. Someone visits one of your DocSend links
  2. Zapier logs a new event on the matching person in your SalesforceIQ account

What You Need

  • DocSend account
  • SalesforceIQ account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

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.

When this happens...
then do this!
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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

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

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