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CRM
Salesforce Integration
Connect Propper with Salesforce to automatically sync documents, track agreement status, and trigger workflows directly from your CRM. Send documents for signature without leaving Salesforce and have signed agreements automatically attached to the appropriate records.
Features
- Send documents for signature from Salesforce
- Auto-attach signed documents to records
- Real-time status sync
- Custom field mapping
- Trigger workflows on signature events
- Support for Opportunities, Accounts, and Custom Objects
Setup Guide
- 1Install the Propper package from Salesforce AppExchange
- 2Connect your Propper account via OAuth
- 3Configure field mappings for your objects
- 4Set up workflow triggers (optional)
- 5Test with a sample document
Need help setting up this integration?
Contact our support team
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