Blueink + Salesforce

Close Deals Faster with the Blueink and Salesforce Integration

Boost Salesforce’s efficiency by integrating Blueink. Enable your sales team to manage documents, close deals faster, and provide a seamless customer experience.

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Close Deals Faster with Blueink and Salesforce Working Together

Automatically Send Envelopes for New Leads in Salesforce

You can automatically send envelopes to your new leads as soon as they’re saved in Salesforce. This helps you respond quickly and close deals faster.

Graphic showing the integration of Blueink and Salesforce for sending envelopes to new leads.

Graphic illustrating the automatic upload of completed envelopes and certificates to Salesforce File Home.

Automatically Upload Completed Envelopes to Salesforce

Completed envelopes and their certificates of evidence are automatically uploaded to Salesforce File Home when they’re ready for download. This keeps all your important documents organized and accessible in one place.

Who Uses the Blueink for Salesforce Integration?

Sales

Sales team can use the Blueink and Salesforce integration to send contracts, proposals, and agreements directly from Salesforce. This allows sales reps to quickly get documents signed without leaving the platform, helping them close deals faster and keep track of which documents are signed.

Human Resources

For HR, the integration makes it easy to manage employee documents like contracts, onboarding paperwork, and NDAs. HR teams can send documents for e-signature through Salesforce and track their status, ensuring they stay updated on signatures without switching between tools.

IT department benefits from automating document workflows like internal approvals and security agreements. With the Blueink and Salesforce integration, IT teams can send documents for e-signature and track their progress, helping them manage compliance and internal processes more efficiently.

Enhancing signer experiences, building trust

50%

More cost-effective
than DocuSign

4.9/5

Customer
satisfaction score

3 min

Average support response time

0

Zero overage
penalties

See what our partners have to say

Marketing and Advertising

Adam R.

Sales Director

Exceptional digital signature technology for less than the competition

This is an exceptional product for digital signature for less than the competition.

Technology

Ali P.

VP Sales Engineering

Great flexible product with easy integration and customer support

Great company with very flexible tools and excellent customer experience.

Hospitality

Amy K.

Director of Sales

Makes my life much easier!

The two biggest positive changes are how much time I save completing the contract process and how quickly I receive the signed contracts back from the client.

Education

Angelina B.

SPED Coordinator

Lifesaver for Schools

Blueink is very user-friendly. It is such a huge timesaver and allows our district to meet virtually and send and receive documents in real time. Users can also see when people have signed the documents, and who needs to sign with a reminder feature to resend the documents. I have no complaints about Blueink! All users are able to access the documents, sign them electronically, and receive a copy in a timely manner.

Financial Services

Ayaz S.

Management Consultant

Great Product and Value

Great value compared to other products and was easy to implement within our platforms. The company provides white glove service and support.

Government

Beth M.

Human Resources & Compliance

Human Resources paperwork streamlined

BlueInk has streamlined our processes to ensure that all the required paperwork is collected in a timely manner with the proper signature.

FAQs

How do I set up the Blueink and Salesforce integration?

To set up the integration, simply go to the Blueink Marketplace and connect Salesforce to your Blueink account.

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Can I automate sending documents to new leads in Salesforce?

Yes! With this integration, you can automatically send envelopes to new leads as soon as they’re added to Salesforce, helping you act quickly and close deals faster.

Can I customize the Salesforce workflow?

Yes, you can. Just go to the Blueink connect section and start creating your own custom flow with Salesforce.

Does the Blueink and Salesforce integration have security features?

Yes, our integration with Salesforce includes security features to ensure your documents and data are protected. Blueink complies with industry standards such as HIPAA and GDPR, ensuring that all transactions are secure and confidential.

Can your team help me customize the integration?

Yes, we can! We can create custom integrations tailored to your specific workflows. Feel free to email us at integration@blueink.com for assistance.