HelloSign

HelloSign + SalesforceIQ Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect HelloSign and SalesforceIQ, with as many as 13 possible integrations. Are you ready to find your productivity superpowers?

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

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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).

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

Signature Request Viewed

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

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

New Relationship (V2)

Triggers when a relationship is created.

Update Field Values

Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")

Signature Request Declined

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

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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!

SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations