Salesforce + Yousign
Add new Yousign contacts to Salesforce
Keep your Yousign contacts up-to-date with Salesforce automatically using this Zap. So whenever a new contact is created in your Yousign contact book, they will also be added to Salesforce automatically. No need to copy and paste your information between your tools—this automation will do it for you effortlessly.
Keep your Yousign contacts up-to-date with Salesforce automatically using this Zap. So whenever a new contact is created in your Yousign contact book, they will also be added to Salesforce automatically. No need to copy and paste your information between your tools—this automation will do it for you effortlessly.
- When this happens...Contact Created
Triggers when a Contact is created.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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Contact Created
Triggers when a Contact is created.
Try ItInclude Signer Audit Trail as well
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
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Download documents as well
Download audit trails as well
Try ItFirst nameRequired
Last nameRequired
EmailRequired
LocaleRequired
Phone number
Company name
Job title
Address line 1
Address line 2
City
Postal Code
Country
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
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