HelloSign + Salesforce
Integration + Automation

On-demand demo

HelloSign
+
Salesforce

HelloSign and Salesforce Solutions

Uses

All, Marketing, Sales

Business professionals that want to integrate HelloSign with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Partner with our CS team and receive hands-on HelloSign support

sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations
HelloSign

HelloSign

Connection Type

Tray Connector

Triggers

Get account

Webhook

Operations

Get file

Get file URL

Get signature request

List signature requests

List Templates (DDL)

Salesforce

Salesforce

Connection Type

Tray Connector

Triggers

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

Operations

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

What would you like to connect?