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 18 possible integrations. Are you ready to find your productivity superpowers?

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Connect DocuSign + Salesforce in Minutes

It's easy to connect DocuSign + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Envelope Sent or Completed

Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

New Folder

Triggers when a new folder is created.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Record

Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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