RightSignature + Salesforce
Send new Salesforce contacts RightSignature templates to sign
Integrate RightSignature and SalesForce using this Zap and eliminate tedious steps in your workflow. Once this integration is active, it will automatically send a RightSignature template for signature whenever you add a new SalesForce contact. Never send another contract manually again!
Integrate RightSignature and SalesForce using this Zap and eliminate tedious steps in your workflow. Once this integration is active, it will automatically send a RightSignature template for signature whenever you add a new SalesForce contact. Never send another contract manually again!
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Send Template
Clones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
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