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, signed, 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. Some data may be unavailable if you do not have full access to the envelope.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

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

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  • Signatures

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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