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.
Google Drive
Stay in sync. Automatically export documents into Google Drive as part of your workflow for easy cross-platform access.
Salesforce
Sales, HR, and marketing teams rejoice. Using Docubee’s Salesforce integration, you can automatically export documents into Salesforce’s web-based CRM as part of your workflow.
Zapier
Have a CRM, HRIS system, or other client management tool you can’t live without? Using Docubee’s Zapier integration, you can connect the apps you love and let the productivity flow.
Keap
Put your focus on gaining new customers by automating the agreements that power your sales cycle with our Keap integration powered by Zapier.
OpenAI | Zapier
Easily generate unique documents using Docubee’s ChatGPT by OpenAI integration, powered by Zapier. This new integration allows you to enter text to generate a document using AI, edit the document as needed, and send it out for signature. Try it out for yourself.
SharePoint
Manage and store documents with ease. Docubee’s Sharepoint integrations allow you to export documents to SharePoint’s powerful web-based team collaboration software as part of your workflow.
Dropbox
Access the documents you collect in the platforms you’re already using. Docubee’s Dropbox integration allows you to collect responses from users, and automatically send completed forms and documents to your desired Dropbox location.
Capsule CRM
Capsule CRM is designed to help businesses win more sales and nurture existing relationships with the tools small and medium sized businesses need to thrive. Fully automate the collection NDAs, sales contracts and agreements with Docubee’s Capsule CRM integration.
Pipedrive
Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with Docubee via Zapier to automate your revenue-generating tasks.Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with Docubee via Zapier to automate your revenue-generating tasks.
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
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What is Salesforce?
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What is the Salesforce AppExchange?
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How does the Salesforce integration work in Docubee?
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What apps can you connect to with Docubee’s Zapier integration?
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How can I set up my Salesforce integration?
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.
