eSign Genie + Salesforce
Create folders from templates from new Salesforce records
Salesforce is a cloud-based CRM software widely used in companies to manage leads, opportunities, and customer data. This template allows users to send an esignature request when the contact information is saved in Salesforce contact. Available for our Paid or Trial Business Premium accounts.
Salesforce is a cloud-based CRM software widely used in companies to manage leads, opportunities, and customer data. This template allows users to send an esignature request when the contact information is saved in Salesforce contact. Available for our Paid or Trial Business Premium accounts.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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- 14 day trial for premium features & apps
About eSign Genie
eSign Genie is an easy, cost-effective, comprehensive and legally binding end-to-end esignature solution with Templates, Bulk Signing, Online Forms, APIs.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
