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Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

Docubee & Salesforce logos

Enhance Your Sales Process with Docubee’s Salesforce Integration

Easily export documents and data collected by Docubee (formerly OnTask) into Salesforce to better manage contracts, quotes, and follow-ups.

Two Easy Ways to Integrate Docubee with Salesforce

Create and Send with Docubee, Sync with Salesforce


You can create and send your documents and workflows within Docubee, and then send and sync them to Salesforce.

Create and Send Documents in Salesforce


Create and send contracts, sales documents, and more directly in Salesforce using the native Docubee eSignature for Salesforce integration.

About the Salesforce Workflow Automation Integration

The Docubee Salesforce integration allows you to send documents and forms from a Docubee workflow directly to Salesforce for easy access. Files are automatically sent upon document completion.

What You Need


  • Docubee account
  • Admin access to Salesforce

How to Get Set Up


  • Login to Salesforce, click “New Connected App”, fill out the requested info, and click save
  • Get the consumer secret from your Salesforce account
  • Create a workflow with a web form and “Export Document” task
  • Designate Salesforce as the destination in the “Export Document” task
  • Add the Salesforce info when prompted by Docubee and click “Connect to Salesforce”

Use Our Salesforce Integrations to:

  • Streamline sales processes and tasks with automated workflows
  • Improve accuracy and consistency in sales tasks and activities
  • Reduce the time and effort required to complete sales tasks, leading to increased productivity and efficiency
  • Enhance collaboration and communication among sales team members and stakeholders
  • Increase visibility and transparency into sales processes and activities, with real-time tracking and reporting

Docubee eSignature for Salesforce​

Integrate Docubee directly into Salesforce and ditch the cumbersome configurations, surprise fees, and minimum requirements of other eSignature tools. Our native Salesforce integration allows you to easily create, send, sign, and track contracts and documents all from within Salesforce.

Docubee Integrations for Salesforce Benefits

Take your sales automation to the next level with streamlined sales processes that enhance communication, productivity, and sales tasks.

Easy Document Preparation

Prepare and sign documents like contracts and quotes in Docubee or in Salesforce, then route them to any existing or customized Salesforce entity.

Automated Data Collection

Generate documents using information gathered from Docubee web forms and transfer them to Salesforce automatically.

Improved Productivity

Spend less time manually uploading documents and more time focusing on converting sales opportunities.

Enhanced Transparency

Keep prospect information organized by routing key data and documents to the appropriate Salesforce destinations.

Better Collaboration

Keep teams connected whether they are remote or in-office with enhanced communication between sales and stakeholders.

Reduce Time Wasted

Cut down on the time and effort required to complete sales tasks, leading to increased productivity and efficiency

View The Full Docubee Integration Library

Enhance your full tech stack with other integrations like our Salesforce workflow automation.  See our full list of integrations.

What Processes Does the Salesforce Integration Work for?

  • Exporting sales contracts
  • Exporting customer quotes
  • Exporting signed documents
  • Exporting documents generated from form data
  • Exporting combined documents
  • Exporting templated documents

Frequently Asked Questions

What is Salesforce?

Salesforce is a cloud-based software designed to help businesses connect with their customers. Salesforce allows you to keep track of customer data, and automate sales and marketing processes like email marketing, lead captures, and lead scoring.  With the Salesforce AppExchange, you can download and connect other apps to do even more with Salesforce.

What is the Salesforce AppExchange?

The Salesforce AppExchange is a cloud marketplace designed to help solve business challenges and accelerate digital transformation. The AppExchange has thousands of different integrations that you can connect to Salesforce and extend its functionality to achieve your goals.

How does the Salesforce integration work in Docubee?

Docubee workflows can be configured to export documents or form information to Salesforce automatically. After documents are uploaded or generated from forms data, they can be routed to the correct location in Salesforce as the next step of the workflow. This ensures that the resulting document will be automatically exported to Salesforce whenever a new workflow is triggered.

What apps can you connect to with Docubee’s Zapier integration?

Docubee’s Zapier integration allows you to connect with thousands of different app and CRMs.

How can I set up my Salesforce integration?

If you’d like to set up your Salesforce integration within a Docubee workflow, you can follow the steps presented in this Salesforce workflow automation integration document. If you would like to set up a native integration of Docubee in your Salesforce instance, you can contact our team for assistance.

Request an Integration

We’re here to ensure you have the tools to succeed. If you don’t see the integration you’re looking for, request it here.

Put workflows to work for your business.