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
- Add a new contact to Salesforce
- Zapier automatically sends the contact a RightSignature template to sign
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Triggers when a document is sent.
Sends a template from your account.
NOTE: The document sender email and name default to the email and name of the authenticated user.
Triggers when a document is not signed in the allowed time and expires.
Create a new lead.
Triggers when a document is completed, typically when all parties have signed.
Add a lead to a campaign.
Triggers when a new lead is created.
Create a new custom object (of the type you choose).
Triggers when a new custom object (of the type you choose) is created.
Add a contact to a campaign.
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