eSign Genie + Salesforce
Send eSign Genie documents to new Salesforce contacts
Level up your efficiency and outreach! Seamlessly send documents to new records in Salesforce. When a new record is created in Salesforce, an eSign Genie document will automatically be created. Spend more time cultivating your contacts and less creating documents for them!
Level up your efficiency and outreach! Seamlessly send documents to new records in Salesforce. When a new record is created in Salesforce, an eSign Genie document will automatically be created. Spend more time cultivating your contacts and less creating documents for them!
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Folder From Template
Create a Folder from Template.
- Free forever for core features
- 14 day trial for premium features & apps
About eSign Genie
eSign Genie is an easy, cost-effective, comprehensive and legally binding end-to-end esignature solution with Templates, Bulk Signing, Online Forms, APIs.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
