The DocuSign Integration brings DocuSign signals into Salesloft Rhythm where you can perform the right actions for your workflow.
This integration works by connecting your Salesloft and DocuSign accounts. Establishing this connection allows Salesloft to receive signals from DocuSign, such as a customer opening a contract. Your admin can create DocuSign Plays to designate specific actions that should follow a DocuSign signal, such as a follow-up email.
By leveraging the DocuSign Integration, you can access all the information you need right inside Salesloft and make the best decisions for your workflow.
Things to Note: The DocuSign Integration is available for DocuSign accounts that have access to Docusign Connect, which DocuSign makes available to Business Pro accounts, Enterprise Pro level accounts, and as an add-on.
In this article, you will learn about using the DocuSign Integration, including:
Enable the DocuSign Integration
Enabling the DocuSign Integration allows you to utilize the DocuSign Plays in Salesloft Rhythm that were set up by your admin.
Things to Note: The DocuSign Integration must be enabled by a licensed Salesloft Admin.
To enable the DocuSign Integration, follow these steps:
- Navigate to your settings.
- Select Integrations under Administration.
- Scroll to find DocuSign, then click the toggle. You will be directed to the DocuSign login page.
- Use your credentials to log in to your DocuSign account.
- Things to Note: Sandbox Docusign accounts are not supported.
- Navigate back to your Integrations Settings in Salesloft to ensure that the Docusign toggle is blue. (Blue toggle area = enabled)
Once you’ve enabled the integration and your admin has set up DocuSign Plays, you can run them from the Rhythm Focus Zone.
Run a DocuSign Integration Play
To run a DocuSign Integration Play, navigate to the Rhythm Focus Zone. The Rhythm Focus Zone houses your workflow and is where you can access Plays and tasks.
To run a DocuSign Integration Play from the Rhythm Focus Zone, follow these steps:
- Scroll through your Rhythm Focus Zone tasks list and find a DocuSign Play.
- Click the DocuSign Play to gain insight on related Person, Account, and/or Opportunity records and to learn which actions you'll need to complete.
- Hit the Play icon to complete the DocuSign Play.
