RightSignature
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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

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