Blueink + Salesforce

Create Salesforce leads from newly completed Blueink envelopes

Enhance your sales process by seamlessly linking Blueink and Salesforce through a streamlined workflow. Every time a new document is sent or finished in Blueink, a lead will automatically be generated in Salesforce, guaranteeing that no potential sales opportunities are overlooked. Boost efficiency and save valuable time by automating this crucial step in your sales process.

Enhance your sales process by seamlessly linking Blueink and Salesforce through a streamlined workflow. Every time a new document is sent or finished in Blueink, a lead will automatically be generated in Salesforce, guaranteeing that no potential sales opportunities are overlooked. Boost efficiency and save valuable time by automating this crucial step in your sales process.

  1. When this happens...
    BlueinkBlueink
    Bundle Complete

    Triggers when a bundle is completed.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Bundle SlugRequired

    • Tags to Add

    • Tags to Remove

    Action
    Write
    • NameRequired

    • EmailRequired

    • Phone

    Action
    Write
    • Bundle SlugRequired

    Action
    Search
blueink logo
blueink logo

About Blueink

Blueink provides electronic signature and document services including online uploads, display, delivery, and storage services for documents.

Related categories

  • Signatures
salesforce logo
salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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