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.

  1. When this happens...
    DocusignDocusign
    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.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
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About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

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  • Signatures

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salesforce logo
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)

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