When this happens...
SalesforceNew Contact
Then do this...
RightSignatureSend Template

Integrate RightSignature and SalesForce using Zapier to eliminate tedious steps in your workflow. Send a RightSignature template for signature when you add a new SalesForce contact. Zapier will watch for new SalesForce contacts and automatically send them a RightSignature template for signature. Never send another contract manually again!

How this Salesforce-RightSignature integration works

  1. Add a new contact to Salesforce
  2. Zapier automatically sends the contact a RightSignature template to sign

Apps involved

  • Salesforce
  • RightSignature

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

When this happens...
then do this!
New Document Sent

Triggers when a document is sent.

Send Template

Sends a template from your account.

NOTE: The document sender email and name default to the email and name of the authenticated user.

New Document Expired

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

Create Lead

Create a new lead.

New Document Completed

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

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.

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

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Become a Zapier Integration Partner

RightSignature provides a service for easy online document signing.

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

See Salesforce Integrations

Connect RightSignature + Salesforce

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