Docusign
Salesloft

Docusign and Salesloft Integration

Seamlessly connect DocuSign with SalesLoft to accelerate your sales cycle and close deals faster.

Explore Triggers and Actions

New Folder
Trigger new event when a new folder is created
New Change in Envelope Status
Trigger new event when an envelope's status is updated
Add Person to Cadence
Adds a person to a cadence in Salesloft.
Create Note
Creates a new note in Salesloft.
Create Person
Creates a new person in Salesloft.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Docusign and Salesloft?

The DocuSign and SalesLoft integration empowers sales teams to send, sign, and manage documents directly within SalesLoft. Automate contract workflows, track signature statuses in real-time, and keep your sales cadence uninterrupted. This integration streamlines the entire agreement process, reducing manual tasks and boosting productivity.

Connect
Docusign
and
Salesloft
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the DocuSign and SalesLoft integration improve my sales workflow?

By embedding DocuSign’s eSignature capabilities into SalesLoft, you can send contracts and agreements without leaving your sales cadence. This reduces delays, eliminates manual follow-ups, and provides real-time updates on document status, helping you close deals faster.

Is it easy to set up the DocuSign integration within SalesLoft?

Yes, the integration is straightforward to set up. Simply connect your DocuSign account within SalesLoft’s settings, and you can start sending documents for signature immediately without any complex configurations.

Can I track the status of sent documents directly in SalesLoft?

Absolutely. The integration provides real-time tracking of your documents’ status, including when they are viewed, signed, or completed, all accessible within your SalesLoft dashboard.

Does this integration support multiple document templates?

Yes, you can use multiple DocuSign templates within SalesLoft to tailor contracts and agreements to different clients and sales scenarios, ensuring consistency and efficiency.

Is my data secure when using the DocuSign and SalesLoft integration?

Security is a top priority. Both DocuSign and SalesLoft comply with industry-leading security standards and encryption protocols to protect your data and ensure compliance throughout the signing process.

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