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Integrating DocuSign with Salesforce Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Introduction to Integration

Integrating DocuSign with Salesforce streamlines your workflow. It allows signed documents to populate leads in Salesforce automatically.

This integration is essential for businesses that rely on electronic signatures and CRM systems.

2. Setting Up Pabbly Connect

Begin by visiting the Pabbly Connect website and signing in. If you don’t have an account, create one easily.

Once logged in, access the dashboard and look for the option to create a workflow.

3. Creating the Workflow

Click on the “Create Workflow” button and name your workflow, such as “DocuSign to Salesforce.” Click save to proceed.

Next, set the trigger app to DocuSign and the method to configured webhooks to establish the connection.

4. Configuring DocuSign Settings

In DocuSign, go to settings and find the integrations section. Click on the “Connect” option to add a new configuration.

Assign a name to the webhook and paste the URL provided by Pabbly Connect. Ensure you select the correct trigger events.

Activate the event that captures signed documents to create leads in Salesforce.

5. Testing the Integration

After configuring DocuSign, test the integration by sending a document for signature. Monitor the webhook response in Pabbly Connect.

Once the document is signed, check Salesforce for a new lead created based on the response from DocuSign.

This confirms your integration is successfully capturing leads from signed documents.

Conclusion

Integrating DocuSign with Salesforce via Pabbly Connect automates lead creation, improving efficiency and accuracy in managing 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.