HelloSign Integration Guide

Use the HelloSign for Salesforce integration to prepare and track e-signature documents in Salesforce. Stop wasting paper and printouts — with esignatures now in the right Salesforce records, you can simplify the digital signature process.

What are the options for integrating HelloSign with Salesforce?

HelloSign to Salesforce AppExchange

Use HelloSign to dynamically update contracts based on Salesforce account information. HelloSign templates for Salesforce can also help you increase efficiency by tracking signed opportunities.

  • Your document’s signature status is shown right in Salesforce
  • You can easily record the status of your e-signature documents by generating reports about which documents are still pending and which are completed
  • Your audit trail will be tracked in Salesforce records
  • Please read these HelloSign API instructions for configuring the AppExchange plug-in before installation.

Native - API (user-friendly)

You can automatically turn on the Salesforce integration right inside of HelloSign. Contact HelloSign's sales team if you'd like to enable this integration.

Third-Party Integrations

Zapier is an effective tool for integrating nearly any online service with another online service. It can be used to integrate multiple systems using powerful rules and filters. Zapier HelloSign to Salesforce integrations can be found here.

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