Monday, April 26, 2021

How To Integrate Salesforce With DocuSign?

Salesforce is known in the CRM industry for its highly customizable nature. You can readily integrate the functionalities of the CRM platform with a third-party application or service to extend its overall functionality.

Salesforce integration allows the users to work on a single unified platform instead of switching between different platforms while performing specific activities. It helps you merge the functionalities of two different platforms and ensure seamless integration of data.

One such productive combination can be achieved by integrating Salesforce with DocuSign.

What Is DocuSign?

DocuSign is a popular electronic signature platform that allows users to send and receive documents for getting signed digitally. It is a fairly simple platform that helps you sign your documents electronically in no time. 

All that a user needs to do is upload a document to be signed on DocuSign, mention the signatory who needs to sign the document, place relevant fields where the signatory needs to sign, and send the document with the click of a button.

Integrating Salesforce With DocuSign

The Salesforce DocuSign integration allows Salesforce users to sign important documents or get them signed without having to leave their Salesforce org. The integration allows you to use your Salesforce database for DocuSign and get important contracts, invoices, deeds, and other relevant documents signed with ease and precision. 

You can integrate Salesforce with DocuSign using three major options – via AppExchange, third-party integrations, or via native integrations.

Salesforce DocuSign Integration Via AppExchange

One of the most simple and straightforward ways of undertaking Salesforce DocuSign integration is through Salesforce AppExchange. AppExchange provides you with a collection of powerful business applications that can be customized and used according to the specific needs of your organization. 

All you need to do is look for DocuSign on AppExchange and get an AppExchange plug-in for the same. Always make sure that you read all the DocuSign instructions before going ahead with the installation.

Carrying Out Third-party Integration

You can integrate Salesforce with DocuSign using third-party integrations as well. Zapier is one of the most powerful and effective tools for carrying out third-party integrations of almost any kind. It can be used for integrating multiple systems with the help of extensive rules and filters. 

Integrating Salesforce With DocuSign Using Native Integrations

Finally, you can undertake Salesforce DocuSign integration by simply turning on the option of Salesforce integration within the platform of DocuSign. All you need to do is log in and activate the integration using the feature of one-click integration. This will integrate your Salesforce org with your DocuSign account in no time.

Advantages Of Integrating Salesforce With DocuSign

Paperless Transactions

Even after the digitization of business processes, professionals often struggled when it came to getting their documents signed. Salesforce DocuSign helps users get rid of the long and tedious procedure of getting their documents signed the traditional way.

Faster Transactions

You can increase the turnaround time for all your transactions by switching to an electronic signature platform. The integration helps you close your Salesforce deals and undertake all your Salesforce transactions with a few simple clicks. You can send a document, get it signed, and receive it back in a matter of minutes.

Secure Transactions

Through Salesforce DocuSign, you can restrict the access to the documents getting signed, the contacts you send the documents to, and the permissions to access the signed documents. This allows you to undertake safe transactions while maintaining utmost privacy and data security. 

Integrating Salesforce with DocuSign is one of many such fruitful Salesforce integrations that help users in saving their time and effort while working on the CRM platform.



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