Salesforce
When this happens...
SignNowTemplate-Based Document Updated
Then do this...
SalesforceCreate Account

You should keep tabs on anyone who signs a contract or agreement with your company. This Zap makes that simple: it watches for updated documents in your SignNow account, and automatically adds new contacts to Salesforce as accounts.

How It Works

  1. Someone signs or updates one of your SignNow documents
  2. Zapier notices the change, and adds the signer as a new account in Salesforce

What You Need

  • A SignNow account with at least one live document
  • A Salesforce account

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 Salesforce + SignNow and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Case

Triggers when a new case is created.

Create Contact

Create a new contact.

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Become a Zapier Integration Partner

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

Learn More

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

See SignNow Integrations