Automate Docusign With This Salesforce Integration (Step By Step Tutorial)

►► Want help implementing Docusign? 🗓 Book A Strategy Session: https://solusign.com/book/?utm_source=youtube&utm_medium=video&utm_campaign=-Xhrz2gH6k8&utm_id=socials ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ✅ Download FREE Docusign Mastery CHEATSHEET: https://www.solusign.com/docusign-cheat-sheet?utm_source=youtube&utm_medium=video&utm_campaign=-Xhrz2gH6k8 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ⬇️ Docusign Webforms Prefilling Tool: https://www.solusign.com/docusign-webform-prefilling-sheet/?utm_source=youtube&utm_medium=video&utm_campaign=-Xhrz2gH6k8&utm_id=socials ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ In this video, I go over three different ways to integrate Docusign with Salesforce. You'll learn how to create, send, and track documents directly from Salesforce, leveraging the standard Docusign for Salesforce integration, the powerful Docusign Gen for more complex documents, and a custom integration for full flexibility. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ CONNECT WITH ME Website ► https://www.solusign.com Book a Consultation ► https://bit.ly/3GvIOeB LinkedIn ► https://www.linkedin.com/in/sofiansaoudi Email ► [email protected] ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button! I post videos on setting up your DocuSign templates, integrations and I also share real-life examples. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬