# HelloSign + Salesforce integration > Automate document signing workflows directly from your CRM so your sales team never loses momentum waiting on signatures. **Canonical page:** https://tray.ai/connectors/hellosign-salesforce-integrations/ **HelloSign connector:** https://tray.ai/connectors/hellosign-integrations/ **HelloSign documentation:** https://tray.ai/documentation/connectors/service/hellosign **Salesforce connector:** https://tray.ai/connectors/salesforce-integrations/ **Salesforce documentation:** https://tray.ai/documentation/connectors/service/salesforce ## Overview 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. ## Use cases ### 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 ### 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 ### 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 ### 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 ### 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 ### 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 ### Onboarding Agreement Automation for New Customers When a Salesforce opportunity is marked Closed Won, tray.ai automatically sends a HelloSign onboarding agreement, terms of service, or statement of work to the new customer. Onboarding paperwork goes out instantly — no waiting for someone to manually kick it off. Completed onboarding documents are then stored back on the Salesforce account. - Accelerates the sales-to-onboarding handoff with instant document delivery - Reduces customer time-to-value by getting legal paperwork out of the way faster - Creates a clean, auditable record of onboarding agreements within Salesforce ## Templates ### Send HelloSign Contract When Salesforce Opportunity Reaches Contract Stage 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. Connectors used: HelloSign, Salesforce ### Update Salesforce Opportunity to Closed Won on HelloSign Completion 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. Connectors used: HelloSign, Salesforce ### Auto-Send NDA to New Salesforce Leads Matching Qualification Criteria 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. Connectors used: HelloSign, Salesforce ### Log HelloSign Signing Events as Salesforce Activities 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. Connectors used: HelloSign, Salesforce ### Automated Contract Renewal Sender Based on Salesforce Account Dates 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. Connectors used: HelloSign, Salesforce ### Post-Close Onboarding Document Delivery 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. Connectors used: HelloSign, Salesforce ## Challenges Tray.ai solves ### 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. ### 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. ### 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. ### Handling Declined or Expired Signature Requests When a signer declines or fails to complete a HelloSign request, sales reps often have no visibility in Salesforce until they manually check HelloSign. That lag can cause deals to go cold while paperwork sits unsigned in someone's inbox. **How Tray.ai helps:** tray.ai monitors HelloSign for declined, expired, or overdue signature events and immediately creates a Salesforce task assigned to the deal owner with the relevant context. It can also trigger an automated follow-up email or Slack notification, so no deal stalls silently because of a missed signature. ### Scaling Document Workflows Without Adding Administrative Overhead As deal volume grows, managing HelloSign requests manually from Salesforce becomes a real bottleneck. Small sales teams may get by early on, but at scale the time spent sending, tracking, and filing contracts eats into hours that should go toward actually selling. **How Tray.ai helps:** tray.ai handles unlimited HelloSign-Salesforce interactions without additional headcount. Whether you're sending ten contracts a month or ten thousand, the same automated workflows trigger, execute, and log every document interaction consistently — freeing your sales team to focus on work that actually moves revenue. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/