Activity › Forums › Salesforce® Discussions › Docusign Salesforce Integration - Automatic process to send a document to lead

Tagged: , , ,

  • Salesforce® Discussions

    Docusign Salesforce Integration - Automatic process to send a document to lead

    Posted by Prakhar on April 27, 2016 at 7:54 am

    Can anyone help me out in Docusign integration with salesforce. The problem that I am facing is that, I want an automatic process from Docusign to Salesforce that would send an document to the lead which would contain the details of the lead record. And after signing or review that updated document gets saved back in Salesforce.

    Thanks.

    Abhishek Sharma replied 7 years, 6 months ago 2 Members · 1 Reply
  • 1 Reply

  • Abhishek Sharma

    Member
    June 7, 2017 at 7:58 pm

    While configuring the docusign you may find a docusign status in which you can update the status as closed once document recived.

    Create a lead object on which use ur case query and update case so whenver u send the document it will update your lead record. Be sure to update the docusign fields with the lead fields.

    Thanks
    Abhishek

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos

Report

Harassment or bullying behavior
Harassment or bullying behavior
Contains mature or sensitive content
Contains misleading or false information
Mobile App Reported Contents
Contains abusive or derogatory content
Contains spam, fake content or potential malware

Block Member?

Please confirm you want to block this member.

You will no longer be able to:

  • See blocked member's posts
  • Mention this member in posts
  • Invite this member to groups
  • Message this member
  • Add this member as a connection

Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.

Report

You have already reported this .