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Deliver exceptional customer experiences by responding to job changes of your most valuable buyers with the right action at the right time.

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DocuSign

Maintain deal momentum with DocuSign Connect + Salesloft. With the DocuSign by Salesloft integration, your sellers will consistently stay on top of open contracts, and ensure each deal gets done. Rhythm prioritizes DocuSign contract follow-ups so your team avoids having deals slip out of the quarter.

Install

Description

With the Docusign integration, contract follow-up is automatically prioritized in Salesloft so that sellers can effortlessly stay on top of open contracts and avoid deals slipping out of the quarter.

The DocuSign integration shares contract engagement signals with Salesloft:
  • Contract signed
  • Contract sent but not viewed
  • Contract viewed but not signed

Rhythm
Create Plays using the contract engagement signals from DocuSign to automatically prompt sellers to follow up on buyer activity when it matters most. Plays are prioritized by Conductor AI in the Rhythm focus zone so that reps stay focused on the buyers and deals that are most likely to help them hit their number.

Live Feed
Contract engagement signals from DocuSign create notifications in users’ Live Feed, making it easy to stay on top of buyer activity without switching between apps.

Additional details
The Salesloft DocuSign integration is available for DocuSign Connect customers and is powered by the DocuSign Connect eSignature webhook.


Media

Setup

To setup the DocuSign integration, follow these steps:
  1. Admins: Navigate to your Salesloft Team Settings.
  2. Under the Administration section, select Integrations.
  3. Find the DocuSign integration row; Toggle On. 
  4. You will then be redirected to login to DocusSign.
  5. After you have logged in and selected the account to link, you will be prompted to authorize the application. 

FAQ

Resources

Shared Data

Data

Engagements

Engagements

DocuSign
DocuSign
Data

Partner Type

Popular
Featured
Newest
Rhythm

Partner Type

Popular
Featured
Newest
Rhythm