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DocuSign + Salesforce Integrations

DocuSign logoSalesforce logo
DocuSign logoSalesforce logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between DocuSign and Salesforce.


Get started with workflows like: Create custom Salesforce objects from newly completed DocuSign envelopes. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

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. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

New Folder

Triggers when a new folder is created.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

New Record

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

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.).

Updated Record

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

How DocuSign + Salesforce Integrations Work

  1. Step 1: Authenticate DocuSign + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect DocuSign + Salesforce

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