HelloSign

HelloSign + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect HelloSign and Salesforce, with as many as 91 possible integrations. Are you ready to find your productivity superpowers?

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Salesforce is a Premium integration on Zapier.

It's easy to connect HelloSign + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Signature Request Signed

Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).

Send Signature Request From Template

Sends a HelloSign template out for signature request.

Signature Request Sent

Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).

Create Lead

Create a new lead.

Signature Request Viewed

Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).

Add a Lead to a Campaign

Add a lead to a campaign.

New Lead

Triggers when a new lead is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Contact to a Campaign

Add a contact to a campaign.

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HelloSign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

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

See Salesforce Integrations