Connectors / Integration
Close Deals Faster by Integrating HelloSign with Salesforce
Automate document signing workflows directly from your CRM so your sales team never loses momentum waiting on signatures.
HelloSign + Salesforce integration
HelloSign and Salesforce are two pillars of a modern sales operation — one manages your customer relationships and pipeline, the other gets contracts signed quickly and securely. When they run in isolation, sales reps waste time manually generating documents, chasing signers, and updating deal records by hand. Integrating HelloSign with Salesforce on tray.ai cuts that friction, creating a clean flow of data between your CRM and your eSignature platform.
Connect HelloSign with Salesforce and your sales team can trigger signature requests directly from opportunity or contact records, automatically update deal stages when documents are signed, and keep a complete audit trail inside Salesforce — without ever leaving the CRM. This integration cuts manual handoffs that slow time-to-close, keeps contract data accurate in your pipeline, and gives revenue operations teams real-time visibility into where every deal stands in the signing process. Whether you're sending NDAs, order forms, service agreements, or renewal contracts, a tray.ai integration keeps HelloSign and Salesforce in sync throughout the customer lifecycle.
Automate & integrate HelloSign + Salesforce
Automating HelloSign and Salesforce business processes or integrating data is made easy with Tray.ai.
Use case
Automatic Signature Request on Opportunity Stage Change
When a Salesforce opportunity moves to a 'Contract Sent' or 'Proposal' stage, tray.ai automatically generates and sends a HelloSign signature request to the associated contact. This removes the manual step of preparing and dispatching documents, so no deal stalls because a rep forgot to send paperwork. The opportunity record is stamped with the timestamp of the send for full visibility.
- Eliminates manual document preparation when deals reach critical pipeline stages
- Reduces time between verbal agreement and formal contract delivery
- Ensures consistent, on-brand contract templates are used for every deal
Use case
Update Salesforce Deal Stage When Document is Signed
Once a HelloSign document is completed and all parties have signed, tray.ai instantly updates the corresponding Salesforce opportunity stage to 'Closed Won' or a custom stage of your choice. Pipeline data stays accurate in real time without requiring a sales rep to manually move the deal. Finance and operations teams always see an up-to-date picture of confirmed revenue.
- Keeps Salesforce pipeline data accurate without manual rep intervention
- Triggers downstream workflows like invoicing or onboarding immediately after signing
- Gives revenue operations real-time closed-deal visibility
Use case
Store Signed Documents as Salesforce Attachments
After a HelloSign document is fully executed, tray.ai retrieves the completed PDF and attaches it directly to the relevant Salesforce opportunity, account, or contact record. Legal and compliance teams get a single source of truth for all executed agreements inside your CRM — no more hunting through email inboxes for a signed copy.
- Centralizes all signed contracts within Salesforce for easy retrieval
- Supports compliance and audit requirements with automatic document archiving
- Reduces reliance on shared drives or email for contract storage
Use case
Send NDA Requests to New Salesforce Leads
When a new lead is created in Salesforce that matches defined criteria — such as enterprise tier or a specific industry — tray.ai automatically sends a HelloSign NDA request to that contact. This speeds up early-stage sales conversations that require confidentiality agreements before a product demo or pricing discussion. The lead record is updated with the NDA status so reps always know where they stand.
- Speeds up early-stage conversations by automating NDA delivery
- Ensures high-value leads receive NDAs without rep intervention
- Tracks NDA completion status directly on the Salesforce lead record
Use case
Automated Contract Renewal Workflows
As contract renewal dates approach on Salesforce account records, tray.ai triggers HelloSign to send renewal agreements to the appropriate contacts. Renewal reminders and signature requests go out automatically based on custom lead times you define, so contracts don't lapse just because nobody sent the paperwork. Completed renewals update the account record with the new contract end date.
- Prevents revenue loss from contracts that expire due to administrative oversight
- Automates multi-step renewal sequences tied to Salesforce account data
- Updates account records automatically with new contract terms upon signing
Use case
Notify Sales Reps of Signing Events via Salesforce Activity Logs
Every HelloSign event — document opened, partially signed, completed, or declined — gets logged as a task or activity on the relevant Salesforce record and can trigger a Chatter notification or email alert to the deal owner. Reps know exactly where their contracts stand without logging into HelloSign to check. Declined or overdue documents can kick off automated follow-up workflows.
- Keeps sales reps informed of document status without switching platforms
- Enables timely follow-up when a signer opens but doesn't complete a document
- Creates a full activity history of all signing events within Salesforce
Challenges Tray.ai solves
Common obstacles when integrating HelloSign and Salesforce — and how Tray.ai handles them.
Challenge
Matching HelloSign Documents to the Right Salesforce Records
When HelloSign sends back completion or event webhooks, there's no native mechanism to automatically associate that document with the correct Salesforce opportunity, account, or contact. Sales teams often rely on manual lookups or fragile naming conventions to make this connection, which breaks down at scale.
How Tray.ai helps
tray.ai stores a Salesforce record ID as custom metadata inside the HelloSign signature request at the time of creation. When HelloSign fires a webhook, tray.ai reads that metadata to instantly look up and update the exact Salesforce record — no manual matching required, even across thousands of concurrent deals.
Challenge
Keeping Salesforce Pipeline Stages Accurate in Real Time
Sales managers rely on Salesforce opportunity stages to forecast revenue, but those stages are only as accurate as what reps bother to enter. If a rep forgets to update a deal after a contract is signed, pipeline reports show stale data that distorts forecasts and triggers unnecessary follow-up.
How Tray.ai helps
tray.ai listens to HelloSign completion events and immediately updates Salesforce opportunity stages without any rep action required. Pipeline data reflects the true status of every deal in real time, giving revenue operations and leadership accurate forecasting data automatically.
Challenge
Pre-Filling Contract Templates with Salesforce Field Data
Manually copying contact names, deal values, product terms, and account details from Salesforce into HelloSign document templates is tedious and error-prone. Mistakes in contracts can delay deals, require re-signing, and leave a bad impression on buyers.
How Tray.ai helps
tray.ai pulls the relevant field values directly from Salesforce opportunity and account records and maps them to the correct HelloSign template fields before the document is sent. Contracts are pre-filled accurately every time, with no copy-paste errors and no inconsistent formatting.
Templates
Pre-built workflows for HelloSign and Salesforce you can deploy in minutes.
Send HelloSign Contract When Salesforce Opportunity Reaches Contract Stage
HelloSign 
Salesforce This template monitors Salesforce opportunities for a defined stage change and automatically generates and sends a HelloSign signature request to the primary contact on that opportunity, using a pre-configured template mapped to the deal type.
Update Salesforce Opportunity to Closed Won on HelloSign Completion
HelloSign Salesforce This template listens for HelloSign completion webhooks and automatically finds the matching Salesforce opportunity to update its stage, close date, and any custom contract fields, then attaches the signed PDF to the record.
Auto-Send NDA to New Salesforce Leads Matching Qualification Criteria
HelloSign Salesforce This template watches for new lead creation in Salesforce and, when the lead meets defined criteria such as company size or lead source, automatically dispatches an NDA via HelloSign and updates the lead record with the request status.
Log HelloSign Signing Events as Salesforce Activities
HelloSign Salesforce This template captures every HelloSign event — viewed, signed, declined — and creates a corresponding Salesforce task or activity log entry on the related opportunity or contact, keeping the CRM activity timeline complete.
Automated Contract Renewal Sender Based on Salesforce Account Dates
HelloSign Salesforce This template runs on a scheduled basis, queries Salesforce accounts for contracts expiring within a defined window, and automatically sends personalized renewal agreements via HelloSign to the account's primary contact.
Post-Close Onboarding Document Delivery
HelloSign Salesforce This template fires when a Salesforce opportunity is moved to Closed Won and automatically sends the new customer an onboarding agreement or statement of work via HelloSign, then stores the completed document back on the Salesforce account record.
How Tray.ai makes this work
HelloSign + Salesforce runs on the full Tray.ai platform
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