Create and send documents from templates in Documenso to new leads in Salesforce
Follow up on your prospects effortlessly with this integration. Whenever a new lead is created in Salesforce, this Zap automatically sends a new document from Documenso to the lead for capturing items like an NDA, Sales Agreement, and more.
Follow up on your prospects effortlessly with this integration. Whenever a new lead is created in Salesforce, this Zap automatically sends a new document from Documenso to the lead for capturing items like an NDA, Sales Agreement, and more.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this...Create a Document From a Template
Creates a document in Documenso from a given Template ID
- then do this!Send Document
Send a document for signing
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