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CRM
Connect Salesforce to Edusign to synchronise your client and training data.
Automatically synchronise your contacts and learners between your CRM and Edusign.
Track the journey of your prospects and clients directly from your CRM.
Automate session creation and document delivery from your CRM.
Go to the Edusign settings and connect your account in just a few clicks.
Choose the data to synchronise and configure the automation rules.
Run a test to verify everything works, then activate the integration.
Connect Salesforce to Edusign to synchronise your client and training data.
By connecting Salesforce to Edusign, you centralise your training management and eliminate repetitive manual tasks. The integration takes just a few minutes, with no technical skills required.
Edusign offers over 50 integrations to fit your existing tool ecosystem. Whether you use a training ERP, a CRM, productivity tools or communication tools, Edusign connects to your work environment.
