Integrations

Email Integrations

• Create Links with the Outlook Add-in
• DocSend Extension for Chrome
• Download the Outlook Add-in

Salesforce

• Salesforce Integration Overview
• Track eSignatures in Salesforce
• Salesforce Account Mapping
• Salesforce Integration Setup (Classic)
• Salesforce Integration Setup (Lightning)

Campaign & Mail Merge Links

• Campaign Links
• Mail Merge Links

Other Integrations

• Connected Application Settings
• Dropbox Integration
• Zapier Integration Overview
• How to notify other team members of a visit