Blueink + Salesforce
Create custom Salesforce objects from newly completed Blueink envelopes
If your company utilizes Blueink for managing customers, sales, or marketing, you may find yourself spending excessive time transferring that information into your CRM. Save time and improve efficiency with this integration that automatically creates custom Salesforce objects from newly completed Blueink envelopes. This allows you to focus your energy on other tasks while knowing that all necessary information from completed documents will be readily available in your CRM.
If your company utilizes Blueink for managing customers, sales, or marketing, you may find yourself spending excessive time transferring that information into your CRM. Save time and improve efficiency with this integration that automatically creates custom Salesforce objects from newly completed Blueink envelopes. This allows you to focus your energy on other tasks while knowing that all necessary information from completed documents will be readily available in your CRM.
- When this happens...Bundle Complete
Triggers when a bundle is completed.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Get Completed Bundle
Triggers when a bundle is completed.
Try ItEvent TypeRequired
Try ItLabel
Sign In Order
Email Subject
Email Message
CC Emails
Bundle SlugRequired
Bundle Complete
Triggers when a bundle is completed.
Try ItBundle SlugRequired
Tags to Add
Tags to Remove
NameRequired
EmailRequired
Phone
Bundle SlugRequired
