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Set up your first integration
Quickly connect Docusign to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Docusign with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Click Agreed" from Docusign.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Docusign and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerInstant - Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerInstant - Envelope Created
Triggers when an envelope is created.
Try ItTriggerInstant - Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerInstant
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Practical ways you can use Docusign and Salesforce
Automatically create Salesforce leads from completed DocuSign agreements.
When a DocuSign envelope is completed, Zapier will trigger the creation of a new Salesforce lead with the recipient's data. This automation reduces the need for manual entry, ensures all completed agreements are logged, and boosts efficiency in tracking new potential opportunities.
Business Owner
Log completed DocuSign agreements in Salesforce.
Whenever a DocuSign envelope is completed, Zapier will automatically attach its details to the corresponding Salesforce record. This ensures updated system logs, minimizes the risk of losing critical documents, and strengthens record-keeping accuracy.
ITCreate Salesforce opportunities from DocuSign agreements.
Zapier helps streamline sales processes by creating a new opportunity in Salesforce every time an envelope is completed in DocuSign. This ensures that all finalized agreements are immediately available for sales management within the CRM, improving tracking and reducing administrative time.
Sales OpsLearn how to automate Docusign on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Docusign + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Salesforce
How does DocuSign integration with Salesforce work?
Our integration allows you to send, manage, and sign documents directly within Salesforce. You can initiate DocuSign workflows automatically from triggers like stage changes on opportunities, ensuring that signing documents becomes part of your natural sales progression.
What are the key triggers for automating DocuSign actions in Salesforce?
Key triggers include record updates, creation of new records such as contracts or cases, and changes in opportunity status. Automating based on these triggers ensures timely document processing without manual intervention.
Can I customize the documents sent through the integration?
Yes, our integration supports customization of documents using templates. You can configure which templates to use based on specific conditions or criteria within Salesforce records.
Is it possible to track document status within Salesforce after sending them through DocuSign?
Absolutely. Once a document is sent using our integration, its status updates are automatically synchronized with Salesforce records. This means you can always see real-time updates on whether a document is viewed or signed.
How do I ensure that only authorized users send documents using DocuSign integrated with Salesforce?
We offer user permission settings where you can control who has access to send documents and view their status within the platform, ensuring compliance and security in document handling.
Does the integration support bulk sending of documents?
Yes, our solution allows for bulk sending of documents right from Salesforce. This is particularly useful for sending out agreements or forms that need multiple recipients while tracking each individually.
Are there pre-built workflows available for common use cases in the DocuSign-Salesforce integration?
We provide several pre-built workflows tailored for common scenarios such as contract approvals and client onboarding processes. These workflows help you get started quickly while allowing customization based on specific business needs.
