Capture new affiliate sign ups from Excel, create record in Salesforce, and send contract via DocuSign
Capture new affiliate sign ups from Excel, create record in Salesforce, and send contract via DocuSign
Capture new affiliate sign-ups from Microsoft Excel, create a record in Salesforce, and send a contract for signature via DocuSign. This process accelerates onboarding and ensures all necessary documentation is handled efficiently.
Zap details:
Overview
Capture new affiliate sign-ups from Microsoft Excel, create a record in Salesforce, and send a contract for signature via DocuSign. This process accelerates onboarding and ensures all necessary documentation is handled efficiently.