Docusign + Salesforce
Create Salesforce leads from newly sent or completed DocuSign envelopes
Streamline your sales process by connecting DocuSign and Salesforce with this seamless workflow. Whenever an envelope is sent or completed in DocuSign, a new lead will be created in Salesforce, ensuring that you never miss out on potential sales opportunities. Save time and increase efficiency by automating this important step in your sales process.
Streamline your sales process by connecting DocuSign and Salesforce with this seamless workflow. Whenever an envelope is sent or completed in DocuSign, a new lead will be created in Salesforce, ensuring that you never miss out on potential sales opportunities. Save time and increase efficiency by automating this important step in your sales process.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. 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.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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