DocSend Integrates with Outreach.io & SalesLoft: See How Content Drives the Sales Cycle

Email outreach is a critical component of the sales process.

When sellers reach out at the right time, with the right content, it has the potential to win key accounts, and turn prospects into paying customers. While a number of tools have popped up to help sales teams scale email outreach, it’s been impossible to track engagement with content you share in email sequences down to the target account and contact level.

As you might expect, that’s a major obstacle to driving the efficiency of your sales process. Especially if you’re practicing an account-based approach to sales and marketing.

That’s why we’re excited to announce that DocSend now integrates with two of the leading sales engagement and email productivity platforms, Outreach.io and SalesLoft. With the launch of these integrations, sellers can see when, where, and how prospects engage with sales content used in email sequences. And because DocSend provides both an individual contact and account-based view of your content performance, you’ll see exactly which collateral helps you close deals.

Optimize Email Outreach with Sales Content

Personalized emails can improve the click-through rates of outreach by 14% and conversions by 10%, according to research from the Aberdeen Group. But without insight into how your personalization efforts are performing on a granular level, it’s impossible to improve engagement over time.

By partnering with two leaders in the space, we’re enabling sales reps to see how accounts and individual contacts engage with the content in their email outreach throughout the sales cycle. Using DocSend Campaign Links, sellers can create a unique link to share content in their email cadences, without ever leaving workflows in either tool.

From inside either Outreach or SalesLoft, simply open the DocSend Chrome extension, select the content you want to share from the dropdown, and the Campaign Link will automatically be copied to your clipboard. Insert the unique Campaign Link into the email template you’d like to customize in either Outreach or SalesLoft, and you’re good to go. When key accounts and individual contacts interact with your link, all activity will map back to DocSend, where you can view activity under the Campaign Links tab.

Campaign Links view when email cadence is created with Outreach.

Campaign Links view when email cadence is created with SalesLoft. 

Outreach.io and DocSend


Outreach.io is a powerful platform designed to help sales teams engage with prospects and secure more meetings. As sales reps engage with prospects, sharing sales content is an important step to drive the sales process forward.

“With this integration, sales teams will finally have deeper insights into what content works throughout the sales cycle,” says Andrew Kinzer, CPO and Co-Founder, Outreach.io.

You can learn more about the integration with Outreach.io and DocSend in this short video.

SalesLoft and DocSend

SalesLoft helps modern sales organizations set and execute on a cadence of phone, email, and social communications so they can convert more target accounts into customer accounts.

“We’re really excited that our users can finally share sales content, and get the insight they need about engagement with it at the contact level with DocSend,” said Sean Kester, Vice President of Product Marketing at SalesLoft.

Ready to Try DocSend Campaign Links?

You must have a DocSend Enterprise account as well as either an account with Outreach or SalesLoft in order to use Campaign Links. If you already have a DocSend Enterprise account and use either Outreach or SalesLoft, just download the DocSend Chrome Extension to get started. Want to upgrade your DocSend account? Give us a shout and we’ll get you set up in no time.