Announcing the DocSend for Salesforce integration

Seamlessly sync your visit data back to Salesforce

For many sales teams there are two main “screens” when it comes to work: email and CRM. With the launch of our Gmail extension we made it much easier to use DocSend right within Gmail (stay tuned for other email clients ;)), and now with DocSend for Salesforce, you’ll have access to DocSend engagement stats right within your other screen, your CRM.

DocSend for Salesforce lets you sync all your DocSend visit data straight back to your Leads, Contacts, and Opportunities in Salesforce. Knowing which sales collateral your prospects have most engaged with helps you know exactly what to highlight in your next conversation – as well as help you forecast – so we’re thrilled to provide this data in the same place you store the rest of your customer data, your CRM.

This integration works out of the box as part of the DocSend Enterprise plan simply by signing into your Salesforce account within DocSend. Let us know if you’d like to schedule a demo!

How It Works

Step 1: Connect Your Salesforce Account to DocSend

From your account settings page in DocSend you’ll see a new section at the bottom “Connected Applications” where you’ll be able to log in to Salesforce.

Connect Salesforce to DocSend

When you first connect your Salesforce account you’ll have the option to back-populate all your historical DocSend visits into Salesforce. As part of the Salesforce sync you have the option to create new leads for visits from email addresses that don’t have any matching leads or contacts in Salesforce. For most uses you’ll want to choose the option to sync historical visits but not create new leads for unmatching emails.

Step 2: Send a Salesforce-Enabled Link

Once you connect your Salesforce account to DocSend you’ll be able to send visit activity from any link back to Salesforce, including links created within Gmail and our browser extension.

You’ll now notice that you have a new checkbox in the link settings dialog labeled “Sync to Salesforce”. Use this checkbox to sync all visit activity from your link back to Salesforce. If this is something you want to do with all your links, no worries – each time you create a link you’ll start with your settings from the last link you created, so this won’t create any extra work for you.

DocSend for Salesforce Link Settings

Keep in mind: when creating links from that use Individual tracking be sure to name the link after the email address of the person you’re sending it to. This will ensure that the first viewer’s visit activity will automatically get tied back to that email address. This isn’t a concern when creating links using the Gmail extension since links are named automatically based on the recipients of your email.

If you’re sending a link in a context where you’d like to keep tabs on viewers you don’t know, ex. communicating with a new business unit at a prospect company or posting a link on Twitter, you can use the “Create new Leads for unmatching emails” checkbox. This way whenever new visit activity comes from an email address that doesn’t match an existing Lead or Contact in your Salesforce, DocSend will create a new Lead for you along with their logged DocSend activity. This saves you a ton of time: no more manual data entry for Lead creation, plus you gain insight into who are the key parties in the conversation.

Here’s how it looks within Gmail:

DocSend for Salesforce in Gmail

Step 3: View DocSend Activity in Salesforce

Once you get visits to a Salesforce-enabled link, you’ll see completed activities logged in the matching Lead, Contact, and/or Opportunity in Salesforce:

DocSend Visits in Salesforce Leads

Drilling down into the activity detail you’ll find more details of the visit, such as duration, percent completion, and a direct link back to the page-by-page stats in DocSend:

Salesforce Visit Activity Detail

Ready to learn more? Drop us a note to schedule a demo.

If you’d like to see DocSend integrated with another CRM let us know – we’re keeping close tabs on further integrations and look forward to making DocSend as easy as possible to use, wherever you need it.