DocuSign + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect DocuSign and Salesforce, with as many as 38 possible integrations. Are you ready to find your productivity superpowers?
Create custom Salesforce objects from newly completed DocuSign envelopes
If your organization uses DocuSign for customers, sales or marketing efforts, you might be spending too much time copying over that info into your CRM. Stop wasting your time, and use this integration that creates custom Salesforce objects from newly sent or completed DocuSign envelopes. Focus your efforts elsewhere, and know that you'll have everything you need from completed docs, saved in your CRM.
It's easy to connect DocuSign + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.
Create a new lead.
Triggers when a new folder is created.
Add a lead to a campaign.
Triggers when a new lead is created.
Create a new custom object (of the type you choose).
Triggers when a new custom object (of the type you choose) is created.
Add a contact to a campaign.
Triggers when a new contact is created.
Create a new contact.
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