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Salesforce Integration Overview

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Celena N.
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Note: If you’d like access to this feature contact Sales for availability. 

 

Salesforce integration is available as an add-on to help users surface document analytics in their CRM.

With the Salesforce integration, you can automatically sync data from DocSend to Salesforce. Once connected and enabled, DocSend can create Tasks in Salesforce for certain activities:

  • Visits
  • Document Link Creations
  • Space Link Creations

salsesforce_integration_overview.png

An example of a document visit synced to Salesforce as a Task.


Connecting your Salesforce account

DocSend will only sync data to Salesforce for you after your DocSend account is connected to Salesforce. To connect your DocSend account to Salesforce:

  1. Go to Connected Apps Settings.
  2. Click Connect Salesforce.
  3. On the Salesforce login page, enter your Salesforce credentials.

Your DocSend account should now be connected to your Salesforce account.

Sync visits to Salesforce

Visits occur when a visitor opens a DocSend link. DocSend can sync visits to Salesforce to help you understand how each document is performing, as well as how engaged your visitors are. This information can also be used for lead scoring.

DocSend syncs the following properties on a new Task for every visit that corresponds with the email address of a lead or contact in Salesforce: 

  • Document name
  • Account name
  • Visit duration
  • Percent viewed
  • Full stats link

These data points are synced to the comments field by default, but they can also be configured to map to custom activity fields in Salesforce. See below for an example of a visit in Salesforce.

How DocSend syncs with Salesforce

DocSend syncs visit data to Salesforce based on visitor information and your team’s settings:

  • DocSend syncs visits when a visitor’s email matches a lead or contact in Salesforce. We recommend enabling Require email to view link setting to ensure accurate syncing.
    • Note: If no email match is found but a matching account name exists, the visit syncs to that account.
  • DocSend creates new leads automatically for visits without matching emails when your team has enabled Create new Leads for unmatching emails.
  • If Create open Tasks for unmatching records is enabled, DocSend syncs an open task that is assigned to you for follow-up.
  • Visit data syncs immediately upon a new link visit and then every 10 minutes while the visit remains active. Visits shorter than 10 minutes sync twice at most.
  • Mapping visit data to custom Salesforce fields lets you run custom reports to measure document performance, revenue influenced by documents, and more.

Sync document links to Salesforce

Links are created to share individual documents. Syncing link creations to Salesforce can help track internal user adoption and the overall level of engagement on an Account. 

DocSend syncs the following properties on a new task for every link created where the account is mapped to a Salesforce Account: 

  • Document name
  • Account name
  • Document URL
  • Internal link URL
  • External link URL
  • Visitors (refreshes if additional visitors open the link)

Sync Space links to Salesforce

Spaces are handy for sharing multiple documents with one link. Syncing Space creations to Salesforce also helps you track overall DocSend adoption.

DocSend syncs the following properties on a new task for every Space created where the account is mapped to a Salesforce Account: 

  • Space name
  • Account name
  • Space URL
  • Internal Space URL

 

Note: Admins can enable or disable any syncs within Settings.

 

Still need help? See more articles in the DocSend Help Center.

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