Are you tired of updating the data in your Salesforce account from DocuSign manually? If yes, then you don’t have to worry about it anymore as we have the best solution for all your worries called Pabbly Connect.
Pabbly Connect is an amazing integration software through which you can integrate two or more than two applications and automate your entire workflow. Today, we will be integrating DocuSign with Salesforce via Pabbly Connect. After this integration, whenever there will be any completed DocuSign document, the info about the recipient will be automatically updated in your Salesforce account.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Other than the integrations, Pabbly Connect also comes with so many awesome features:
- Create unlimited workflows without any restrictions
- Formatters
- Instant triggers and actions
- Path Routers
- Filters
and the amazing part of this service is that you can access all the features even with the free plan.
Hence, without taking any more of your time let’s get into the blog about how to add Salesforce leads from DocuSign envelopes in real-time.
Step 1: Sign up to Pabbly Connect
Let’s begin the process of how to add Salesforce leads from DocuSign envelopes in real-time by clicking on the “Sign Up Free” icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.
Try Pabbly Connect for FREE
Next, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard. Start with creating a workflow for your project by clicking on the ‘Create New Workflow’ button. Now, you need to name the workflow just like in the above-shown image. I named the workflow as “Salesforce with DocuSign”, you can name the workflow as per your requirements and needs. As soon as you are done with creating a workflow, you will have to select the application you want to integrate. Using Pabbly Connect, you can integrate any two or more than two applications, create your free account now. Now, you have to select the application that you want to integrate. In this case, we are choosing “DocuSign” for integration and in the choose method section select “Configure Webhooks”. After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process. To connect DocuSign with Pabbly Connect, you have to paste the copied Webhook URL in the software. For that, you have to log in to your DocuSign account. Once you have logged into your DocuSign account, now click on settings. After clicking on settings, now you have to scroll down and click on the “Connect” option from the integration section. Now, here you have to click on “Add Configuration” and then select the “Custom” option to add the copied webhook. Name the Webhook according to your requirement. Make sure that status should be “Active Connection”. Then in the URL to publish, paste your copied URL from Pabbly Connect. After making all changes, click the “Add Webhook” button. To, test this integration, you have to send a document from DocuSign to the recipient. Select any document or upload your files, here we are using a sample pdf file for the task. After selecting a document click on the “Next” button. Here, you have to add the information of the recipients like name and email address. After making all the changes click on the “Next” button. Before finally sending the document, review it once thoroughly so that there are no mistakes and then click on the “Next” button. At the final stage add a message for your recipient in the message, although this is completely optional. After making all the changes you have to click on the “Send” button but before clicking on send click on the “Capture Webhook Response” button in Pabbly Connect. Once you click on “Capture Webhook Response”, the signed document entry from DocuSign will appear on the Pabbly Connect dashboard. Then, click on the “Save” option. To make this DocuSign Salesforce integration work, you have to choose the action for your trigger. Now in this step, click on the + button below and choose the application that you want to integrate. Here we have chosen “Salesforce” to integrate and in the choose method section select “Create Lead”. After choosing the application click on the “Connect” button to move forward. To connect Salesforce to Pabbly Connect, you have to authorize the account through which you want to login to your Salesforce platform. Once you have selected Salesforce, then a pop-up window will appear on your screen. Here you have to click on the “Connect” button and then select the account through which you want to login to Salesforce. After saving your workflow add all the required details. Once you are done adding up all required field data click on the “Send Test Request” button. Here, you can see the integration was successful and the lead has been added to the Salesforce account automatically. Now, whenever there will be any completed DocuSign documents, the leads will be automatically updated in your Salesforce account. Eventually, now you have learned how to add Salesforce leads from DocuSign envelopes in real-time through these simple steps. Not only this integration but via Pabbly Connect, you can integrate thousands of applications, automate all your projects without even paying anything. Because of this amazing software, you will not only save a lot of time but also you won’t have to do the redundant work again and again. Therefore, just signup for your free account and make your work easy and stressful. In case of any queries or suggestions, kindly drop your comments below.Step 2: Access Pabbly Connect
Step 3: WorkFlow for DocuSign and Salesforce Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for DocuSign and Salesforce Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting DocuSign to Pabbly Connect
(a) Go to DocuSign Settings
(b) Click on Connect Option
(c) Click on Add Configuration Option
(d) Add Webhook
Step 6: Send the Document to be Signed
(a) Select Document
(b) Click on Next Button
(c) Add Recipients
(d) Review the Document
(e) Send the Document
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Action for DocuSign and Salesforce Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 9: Connecting Salesforce to Pabbly Connect
(a) Authorize the Account
(b) Add Field Data
(c) Save and Send Test Request
Step 10: Check the Response
Conclusion –
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