DocuSign + Salesforce Integrations

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.