RightSignature + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between RightSignature and Salesforce.


Get started with workflows like: Send new Salesforce contacts a RightSignature template to sign. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect RightSignature + Salesforce in Minutes

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

All Triggers & Actions

New Document Completed

Triggers when a document is completed, typically when all parties have signed.

New Document Sent

Triggers when a document is sent.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

New Document Expired

Triggers when a document is not signed in the allowed time and expires.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

How RightSignature + Salesforce Integrations Work

  1. Step 1: Authenticate RightSignature + Salesforce.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect RightSignature + Salesforce