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

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.

Housing

Dawn M.

Lettings Manager

Great product and service

I can get signatures from applicants who live long distances away without any effort or issues whatsoever. It save time and money with at lot less slow in person interactions and problems with people being unavailable during office hours as they can review and sign in their own time in their own homes 24 hours a day.

Technology

Elaine H.

Project Manager

Blueink Rocks the E-signature world

Overall, it's been a positive experience. Will continue to process docs efficiently and safely.

Education

Jason V.

Director of Work-Based Learning and Youth Apprenticeship Programs

BLUEINK is the best solution that I have found for Digital Signatures in an Educational environment

Exceptional! I have told all of my colleagues about this program and am excited to present on it in the future; as it is a truly perfect fit for Work-Based Learning and Youth Apprenticeship Coordinators in Georgia!

Retail

Kevin W.

Sales and Design

Great Product for Customer Ease and Satisfaction

I love that Blueink has made it easier to communicate documents for signatures to my clients.

Technology

Steve H.

Developer

Effortless Document Signing: Blueink eSignatures Streamlines Business Processed

Our experience has been great from start to finish. Adoption of the product has been easy for everyone and we will continue using it. I would encourage others to start using Blueink right away!

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.

Modernizing Parent Consent Collection Through a Cost-Effective eSignature Solution