Enabling Salesforce within Signeasy

Modified on Tue, 8 Aug, 2023 at 6:54 PM

Using Salesforce with your Signeasy account is easy and the first step to do so is enabling the integration from Signeasy. Here are simple steps you can follow:

  • First, login to Signeasy

  • Go to Integrations. It is available on the left-side navigation bar on the Signeasy home page.

  • If you are not on the Business Plan or Business Trial, please upgrade your trial or plan to Business.

  • Once enabled, you will see a Signeasy for Salesforce card on the Integrations page to enable the 14 days free trial for Salesforce.

Salesforce intgeration requires a business plan and an active Salesforce subscription.

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