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Integrating DocuSign with Salesforce Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Introduction to the Integration

Integrating DocuSign with Salesforce streamlines the flow of information. This integration allows signed documents to create leads in Salesforce automatically.

DocuSign provides e-signature solutions, while Salesforce is a robust CRM for managing leads. Combining these applications enhances efficiency in business processes.

2. Setting Up Pabbly Connect

To start, visit the Pabbly Connect website and sign in to your account. If you don’t have an account, you can create one quickly.

Once logged in, navigate to the “Connect” section and click on “Create Workflow.” Name your workflow, for example, “DocuSign to Salesforce,” and save it.

3. Configuring the Trigger in DocuSign

In your workflow, change the app from webhook to DocuSign. Select the configured webhooks method to set up the integration.

In DocuSign, access the settings and find the “Connect” option under integrations. Click on “Add Configuration” and choose custom to proceed.

4. Creating Webhook and Setting Trigger Events

Assign a name to your webhook configuration in DocuSign. Then, copy the webhook URL from Pabbly Connect and paste it into DocuSign.

Define the trigger events by checking the box for actions that should occur when a document is signed. This ensures leads are created only upon completion.

5. Capturing Responses and Creating Leads

After setting up the webhook, click on “Capture Webhook Response” in Pabbly Connect. This waits for a response from DocuSign after a document is signed.

Upload a document in DocuSign and send it for signing. Once the recipient signs, Pabbly Connect captures the response, including the recipient’s email and name.

To create a lead in Salesforce, change the app in Pabbly Connect to Salesforce and select the “Create Lead” method. Fill in the required details using the captured data.

Conclusion

This guide demonstrates how to integrate DocuSign and Salesforce using Pabbly Connect, allowing for seamless lead creation from signed documents.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.