DocSend Salesforce Integration Overview

This article aims to overview our integration capabilities with Salesforce. For our step-by-step integration guide, please see Salesforce Activity Field Mapping. 

Once connected, DocSend activity will be immediately added to Salesforce via the Salesforce API. All activities are logged as "Task" objects within Salesforce; not Event objects.

There are three types of DocSend activities that can be synchronized:

DocSend Visits: these occur when a DocSend link is clicked and the corresponding document viewed. This data can be used to understand how your content is performing, as well as the level of engagement of the people that you are sending content to. You also have the option of using this data for lead scoring purposes.  

DocSend Link Creations: these occur when a new link for a piece of DocSend content is generated by a DocSend user. This data is typically useful for tracking user adoption, as well as the overall level of engagement for a given account within DocSend.

DocSend Space Creations: these occur when a new DocSend Space is created by a DocSend user, and is typically useful for tracking user adoption. 

What Type of DocSend Visit Data Can I Sync to Salesforce?

By default, DocSend will sync these five visit properties to the Salesforce Lead or Contact associated with the visitor’s email address:

- Document Name

- Link Name

- Visit Duration

- Percent Viewed

- Full Stats Link

You will see the visit data appear under the “Activity History” tab as a completed task.

These data points will appear in the completed task's "Comments" field by default, but can also be mapped to specific activity fields (as seen below).

Mapping visit information to fields will enable you to run custom Salesforce reports to measure document performance, how much revenue a given document has influenced, and much more! DocSend Admins and Owners can configure field mappings here.

Important: DocSend visit creations will sync with a Salesforce contact if the visitor's email address matches the contact's email address in Salesforce (we recommend to "Require email to view" or use our Gmail or Outlook plugin). If the email does not match, but the DocSend and Salesforce account name matches, then DocSend will put the activity in that Salesforce account. The account name in DocSend must match the account name in Salesforce perfectly, and is case sensitive. If neither the email nor account matches, and "Create new Leads for unmatching emails" is checked enabled, DocSend will create a new lead in Salesforce. If "Create open tasks for unmatching records" is enabled, the user will receive an open task in Salesforce, that will require them to link it to an account and/or contact, and then switch the status to completed.

What Type of DocSend Link Creation Data Can I Sync to Salesforce?

Additionally, users can track when Links and Spaces are created by having those events synced as activities in Salesforce. These creations can help identify trends and usage by individual users. Tracking creations in Salesforce will give you a clearer picture of how well your team is utilizing the content in your DocSend account.

Link creations will provide the following information:

- Document name

- Account name

- Link to the Document’s page

- Link to the Document’s Link page

- DocSend link URL

- Recipient names who have clicked the link (this will refresh if additional visitors click the link)

What Type of DocSend Space Creation Data Can I Sync to Salesforce?

Space creations will provide the following information:

- Space Name

- Account Name

- Space URL

- Space Management URL

Note that once the appropriate custom fields have been created in Salesforce and DocSend has been successfully connected, each individual DocSend user will still need to connect their DocSend account to their Salesforce account before activity will be synchronized. For further details on this as well as the rest of the integration process, please see Salesforce Activity Field Mapping.