Activity Forums Salesforce Questions and Answers Docusign Salesforce Integration - Automatic process to send a document to lead

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

  • Prakhar

    Member
    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

    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

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