Salesforce + SignRequest
Send requests in SignRequest with new updates to Salesforce records
Is your deal almost closed? Then automatically send out a SignRequest with this Zap, which triggers as soon as a record is updated in your Salesforce account. You will have more time for the deal, instead of the contract.
Is your deal almost closed? Then automatically send out a SignRequest with this Zap, which triggers as soon as a record is updated in your Salesforce account. You will have more time for the deal, instead of the contract.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Send SignRequest
Creates and sends a new SignRequest.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout SignRequest
SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.