Salesloft
Docusign

Salesloft and Docusign Integration

Streamline your sales workflow by seamlessly integrating Salesloft with DocuSign to automate document signing and accelerate deal closures.

Explore Triggers and Actions

Cadence Updated (Instant)
Trigger new event when a cadence is updated in Salesloft.
New Person (Instant)
Trigger new event when a person is created in Salesloft.
New Email Activity (Instant)
Trigger new event when an email is updated in Salesloft.
Create Draft
Create and send an envelope, or create a draft envelope.
Create Signature Request
Creates a signature request from a template
Download Documents
Download the documents of an envelope to the /tmp directory.

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 Salesloft and Docusign?

The Salesloft and DocuSign integration empowers sales teams to send, sign, and manage contracts directly within the Salesloft platform. This seamless connection eliminates manual steps, reduces errors, and ensures faster turnaround times by automating the entire document signing process. With real-time status updates and centralized document management, sales reps can focus on closing deals while maintaining compliance and security.

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

Frequently asked questions

How does the Salesloft and DocuSign integration improve my sales process?

By integrating DocuSign with Salesloft, you can send contracts and agreements for eSignature directly from your sales cadence, reducing manual tasks and speeding up the signing process. This leads to faster deal closures and improved sales efficiency.

Is it possible to track the status of sent documents within Salesloft?

Yes, the integration provides real-time updates on document status, allowing you to see when a recipient has viewed, signed, or declined a document without leaving the Salesloft platform.

Do I need separate accounts for Salesloft and DocuSign to use the integration?

Yes, you need active accounts on both platforms. Once connected, you can link your DocuSign account within Salesloft to enable seamless document sending and signing workflows.

Is the integration secure and compliant with industry standards?

Absolutely. DocuSign is a trusted leader in electronic signatures with robust security measures and compliance certifications. The integration maintains these standards to ensure your documents are safe and legally binding.

Can I customize the documents sent through the integration?

Yes, you can use your existing DocuSign templates or create new ones tailored to your sales processes. These templates can be sent directly from Salesloft, ensuring consistency and professionalism in your communications.

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