Frequency of DocSend Sync with Salesforce


DocSend will sync new link visits immediately, and then every 10 minutes while that visit is still active. If a visit doesn't last that long, we'll sync the visit at most twice.

In order to sync to Salesforce, make sure the "Create new Leads for unmatching emails" is checked while in the link's settings and/or the email addresses match between the link visitor and in Salesforce.


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