Salesforce.com & Docusign Gen integration for new construction sales
Closed
Markham, Ontario, Canada
Project
Academic experience
80 hours of work total
Learner
Anywhere
Intermediate level
Project scope
Categories
Operations Marketing strategy Information technologySkills
salesforce google sheets data recording customer relationship management docusign (software)We are creating a connection within salesforce.com CRM and Docusign to transfer object record data to buyer agency and disclosure documents for new construction sales.
Our goals for the project are:
- Update lead, contact, and opportunity object fields
- Create web to lead capture forms (dual capture data into google sheets/csv and salesforce)
- Integrate Salesforce and Docusign
- Develop 3 template forms within docusign with integration to salesforce contact and opportunity objects & records
No deliverables exist for this project.
About the company
Company
Markham, Ontario, Canada
2 - 10 employees
Education, Entertainment, Media & production, Publishing & printing, Technology
NewsTruffle.com raises awareness by sharing and curating selected cultural news and helps with a healthy and speedy circulation of information.
Our audience is seeking reliable and trustworthy content with the potential of promoting critical thinking.
The founders of the company are educators and business professionals with less than a century of experience.