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Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.DocuSign Integrations
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It's easy to connect Salesforce + DocuSign without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger every time a new document is e-signed in DocuSign.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Create Signature Request
Salesforce Inc. was founded in 1999 by Parker Harris, Dave Moellenhoff and Frank Dominguez under the name “Salesforce.com” in San Francisco, California. It is a cloud computing company that provides customer relationship management (CRM. software and other business software to small and large businesses, as well as governments and non-profit organizations. The company offers a suite of core enterprise software products aimed at helping all businesses improve their sales, marketing, service and finance functions.
DocuSign is a digital transaction management spution for e-signing, e-delivery and e-storage. DocuSign is designed to make electronic signatures, documents and contracts more secure and reliable. It also provides greater transparency into signatures, approvals and workflows. With DocuSign, organizations can use a single platform to manage every stage of the document or agreement creation process. Organizations can also use it to offer customers a faster and more convenient path to purchase, while increasing visibility into document or purchase approval workflow.
With Salesforce integration, DocuSign streamlines sales and support processes by allowing users to electronically sign documents directly from within the Salesforce CRM application. Users can track the entire sales cycle through the CRM application, which includes the ability to send emails with attachments and receive updates when documents are signed. When a user receives an email from DocuSign with an attached PDF document, he or she simply opens it within the Salesforce application and clicks “View” or “Open” to sign it. After signing, the document is automatically sent back to DocuSign for storage. The Salesforce integration also allows users to view previously completed documents within the system. It saves time for sales reps who no longer need to go through multiple platforms to gather information about client needs and preferences.
Benefits of Integration between Salesforce and DocuSign
The process to integrate Salesforce and DocuSign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.