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Adobe Sign + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Adobe Sign and Salesforce

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Adobe Sign

Adobe Sign, an Adobe Document Cloud solution is a cloud-based, enterprise-class e-signature service that lets you replace paper and ink signature processes with fully automated electronic signature workflows.

About Salesforce

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.

Salesforce Integrations
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Best ways to Integrate Adobe Sign + Salesforce

  • Adobe Sign Adobe Sign

    Salesforce + Adobe Sign

    Send Agreement in Adobe Sign when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Adobe Sign New Lead
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign Adobe Sign

    Salesforce + Adobe Sign

    Send Agreement in Adobe Sign when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Adobe Sign New Contact
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign Adobe Sign

    Salesforce + Adobe Sign

    Send Agreement in Adobe Sign when New Opportunity is created in Salesforce Read More...
    Close
    When this happens...
    Adobe Sign New Opportunity
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign Adobe Sign

    Salesforce + Adobe Sign

    Send Agreement in Adobe Sign when New Case is created in Salesforce Read More...
    Close
    When this happens...
    Adobe Sign New Case
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign Adobe Sign

    Salesforce + Adobe Sign

    Send Agreement in Adobe Sign when New Account is created in Salesforce Read More...
    Close
    When this happens...
    Adobe Sign New Account
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign {{item.actionAppName}}

    Adobe Sign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Adobe Sign + Salesforce in easier way

It's easy to connect Adobe Sign + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Send Agreement

    Creates an agreement. Sends it out for signatures.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Adobe Sign & Salesforce Integrations Work

  1. Step 1: Choose Adobe Sign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Adobe Sign to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Adobe Sign and Salesforce

Adobe Sign

Adobe Sign is a digital signature platform that allows people to sign documents, contracts, or agreements online. It is used by businesses to facilitate contract signing, document signing, vendor onboarding, and other online business processes.

Salesforce

Salesforce is a cloud computing company that provides software as a service (SaaS. for customer relationship management (CRM), sales force automation (SFA), enterprise resource planning (ERP), marketing, commerce, human capital management (HCM), analytics, mobile applications, and social applications. The company also provides consulting, training, and hardware sputions.

Integration of Adobe Sign and Salesforce

Integration of Adobe Sign and Salesforce is an application of Adobe Sign with Salesforce for digitally signing documents directly in Salesforce. It makes it possible for employees to digitally sign certain documents without having to send them back to the originating organization for signature. The integration allows organizations to digitally sign any word-processing document in Salesforce, which can then be stored electronically in the cloud. This helps companies decrease time spent on paperwork. It eliminates paper-based processes and saves time and money through reduced postage costs and paper usage.

Benefits of Integration of Adobe Sign and Salesforce

Benefits of Integration of Adobe Sign and Salesforce include:

Save time when signing documents

Signing documents digitally in Salesforce reduces the time spent by employees when they are signing documents. Employees do not have to wait for physical copies to arrive. Documents are sent directly to them for signing through email or other means. They only need to click “Approve” or “Reject” in the document. Aside from the time saved, there are less chances of errors in signing since re-signing or verification is not required. Also, there are fewer signatures required in the document because all signatures are gathered in one electronic form. Having fewer signatures can reduce expenses of photocopying or printing multiple copies of the same document. Save money from postage costs

One benefit of integrating Adobe Sign with Salesforce is that it can save companies money from postage costs because documents are no longer mailed back and forth. In addition, it will also eliminate the use of paper or printed forms. A company can reduce long-term costs of paper and printing by reducing paperwork. Reduce carbon footprint

Another benefit of integrating Adobe Sign with Salesforce is that it can reduce a company’s carbon footprint. One of the ways to reduce a company’s carbon footprint is by reducing the need to print out paper copies of documents. Digital forms save more trees from being cut from paper trees. By converting from paper-based processes to digital ones, a company can save more trees from being cut down for paper production. In addition, digital forms also save on energy consumption from printers and fax machines. Reduce risks of hacking and data theft

Another benefit of integrating Adobe Sign with Salesforce is that it can reduce risks of hacking and data theft because you won’t have physical copies of documents lying around your office anymore. This eliminates the risks of physical documents being lost or stpen through hacking attacks or evil intentions. When documents are emailed or uploaded into an online storage system such as Dropbox, you don’t have to worry about someone stealing the document since someone must know your credentials or your username to access your account in order to retrieve the document. One disadvantage of integrating Adobe Sign with Salesforce is that it requires specific versions of each top so it can work together. It works with. Adobe Sign—Version 5+ SaaS Version 2+ Salesforce—Any version

The process to integrate Adobe Sign and Salesforce 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.