Docusign + Salesforce
Create custom Salesforce objects from newly completed DocuSign envelopes
If your organization uses DocuSign for customers, sales, or marketing efforts, you might be spending too much time copying over that info into your CRM. Stop wasting your time, and use this integration that creates custom Salesforce objects from newly sent or completed DocuSign envelopes. Focus your efforts elsewhere, and know that you'll have everything you need from completed docs, saved in your CRM.
If your organization uses DocuSign for customers, sales, or marketing efforts, you might be spending too much time copying over that info into your CRM. Stop wasting your time, and use this integration that creates custom Salesforce objects from newly sent or completed DocuSign envelopes. Focus your efforts elsewhere, and know that you'll have everything you need from completed docs, saved in your CRM.
- 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 Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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