Docsify
When this happens...
DocsifyNew Link Clicked
Then do this...
SalesforceCreate Task

If you’re planning to put in 18-hour days, you might as well make the most of your time. There’s no reason setting up tasks manually in your Salesforce CRM any more! With this integration, whenever a new Docsify link clicked in a sent email, Zapier will automatically create a new task in Salesforce CRM.

How this Docsify-Salesforce CRM integration works

  1. A Docsify link clicked in a sent email by the recipient
  2. Zapier automatically creates a new task on Salesforce CRM

Apps involved

  • Docsify
  • Salesforce CRM

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 Docsify + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Opened

Trigger when the email was opened.

Create Lead

Create a new lead.

New Document Downloaded

Trigger when the document was downloaded.

Add a Lead to a Campaign

Add a lead to a campaign.

New Document Opened

Trigger when the document was opened.

Create Custom Object

Create a new custom object (of the type you choose).

New Lead

Triggers when a new lead is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Contact

Create a new contact.

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

Become a Zapier Integration Partner

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations