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Salesforce + Adobe Sign Integrations

Syncing Salesforce with Adobe Sign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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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.

About Adobe Sign

Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.

Adobe Sign Integrations

Best ways to Integrate Salesforce + Adobe Sign

  • Salesforce Integration Salesforce Integration

    Wufoo + Salesforce

    Add new Wufoo form entries as custom objects in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Entry
     
    Then do this...
    Salesforce Integration Create Custom Object
    Wufoo Form is a great way to quickly gather information and convert them into actionable tasks. After setting this integration up, whenever a submission would be completed on a Wufoo form, a custom object will be created in your Salesforce automatically. This integration can save you a lot of time and energy on manual data transfer.
    How It Works
    • Triggers when an entry is made on a Wufoo form
    • Appy Pie Connect will automatically create a custom object on Salesforce
    What You Need
    • A Wufoo account
    • A Salesforce account
  • Salesforce Integration Salesforce Integration

    MailChimp + Salesforce

    Update Contacts in Salesforce whenever Mailchimp Subscribers are Updated Read More...
    Close
    When this happens...
    Salesforce Integration Updated Subscriber
     
    Then do this...
    Salesforce Integration Update Contact
    Automatically add MailChimp subscribers in Salesforce as soon as they are updated. After being set up, whenever someone updates their email address in MailChimp, Appy Pie Connect will automatically add that contact to Salesforce where your team can follow them for more. This integration helps you build and grow your CRM database.
    How this MailChimp - Salesforce integration Works
    • A subscriber is updated in MailChimp.
    • Appy Pie Connect updates that contact in Zoho CRM.
    What You Need
    • A Mailchimp Account
    • A Zoho CRM Account
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
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Connect Salesforce + Adobe Sign in easier way

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment 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.

  • Document Signed

    Triggers when a new document signed

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • 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.

  • Send Agreement

    Creates an agreement. Sends it out for signatures.

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How Salesforce & Adobe Sign Integrations Work

  1. Step 1: Choose Salesforce 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 Adobe Sign 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 Salesforce to Adobe Sign.

    (2 minutes)

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

Integration of Salesforce and Adobe Sign

  • Salesforce?
  • Salesforce is a customer service software that enables the users to manage the customer service activities in an efficient manner. The platform is used by companies of all sizes; it helps them in managing the customer service workflows. It makes the workflow easier and faster. It reduces manual work and lessens the time period to complete tasks. It also improves the efficiency of the team members.

  • Adobe Sign?
  • Adobe Sign is cloud-based e-signature spution offered by Adobe Systems Incorporated. It helps in creating, coordinating, and signing documents on the web. This is helpful for business professionals to sign important documents easily. It also provides many features like document tracking, signature approval, and file sharing.

  • Integration of Salesforce and Adobe Sign
  • Salesforce is an enterprise application that can be integrated with other applications through its API. This means that user can create custom apps that can be integrated with Salesforce. Adobe Sign is one of the many sputions offered by Adobe. Adobe has already integrated Salesforce platform with its e-signature spution. Users need not worry about integration between Salesforce and Adobe Sign because it is already done by Adobe.

  • Benefits of Integration of Salesforce and Adobe Sign
  • The integration of Salesforce with Adobe Sign has many benefits. Some of which are mentioned below:

    o Easy tracking of files or documents

    o Easy access to documents anytime and anywhere

    o Easy sharing of documents with anyone in the organization

    o Customization according to company needs

    The integration of Salesforce with Adobe Sign can help many organizations improve their productivity in document management. Users do not have to go through any trouble for integration between these two platforms because it has already been done by Adobe. Now they can simply use these two platforms together to manage their documents more easily.

    The process to integrate 403 Forbidden and 403 Forbidden 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am