Salesforce Pardot and DocuSign integration + automation
Salesforce Pardot and DocuSign integrations couldn’t be easier with the Tray platform’s robust Salesforce Pardot and DocuSign connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce Pardot and DocuSign integrations
Salesforce Pardot and DocuSign Connector Details
Connector TypeTray Connector
Operations
View documentationBatch create prospectsBatch update prospectsBatch upsert prospectsCreate custom fieldCreate listCreate prospectGet prospect by IDGet prospect by emailGet tagGet visitorList campaignsList custom fields
Connector TypeTray Connector
Operations
View documentationList envelope documentsApply envelope document templatesApply envelope templatesCreate EnvelopeCreate envelope custom fieldsCreate envelope from templateDelete envelope custom fieldsDelete envelope templateDownload envelope documentGet account detailsGet envelope by IDGet template
The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.
