The power of Salesforce with EasySend

Connect your Salesforce CRM to EasySend to get the best of both worlds.

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Example of the integration layers and how the data flows between EasySend and Salesforce

Maintain one source of truth

Build a native Salesforce experience

Launch journeys from Salesforce

Sync all your data in one place

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Launch of an EasySend digital process right from the Salesforce environment
analytics capabilities of EasySend and Salesforce combined

Go beyond seamless with multiexperience

By combining EasySend with Salesforce, you'll create digital processes that easily flow between devices and leave no touchpoint out of place.

Build integrated experiences
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Launch in a click 
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Make data-driven decisions
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One source of truth for everyone

For your IT team

Build digital processes in the Cloud right from Salesforce using native fields and objects.

For your agents

Manage all your processes in one place. When it comes time to launch, click send from Salesforce.

For your management

Track customer progress, see how processes are performing, and optimize every step based on real data.

For your customers

Make it easy to answer questions with pre-populated fields and a two-way database that syncs automatically.
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Online journey example build on the EasySend platform showing the analytics capabilities and the salesforce connector

Make customer data intake easy

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No-code platform

Create any digital process from scratch or a PDF. Merge databases and automate data collection to reduce human error.
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EasySign

Make it simple for everyone involved to review, sign, and send legally-binding documents like a loan or contract.
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Responsive experience

Give your customers an experience that flows between devices. Simply send a link by email or SMS.
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Tailor-made themes

Create a branded experience on any device with custom themes. Every new digital process will feel true to your brand.
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AI Builder

Create personalized experiences and save your customers valuable time by pre-populating fields.

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Validations and Logic

Define how your digital process behaves and add validations to help customers fill out their info correctly.
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Workflow Manager

Assign custom roles and set up automatic reminders to keep the process moving forward.

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Co-Browsing

Connect in real-time, build better brand loyalty, and guide customers remotely.
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Multilingual

Support multiple languages without needing to redesign or maintain multiple versions. 
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Security is in our ethos
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We’re committed to maintaining enterprise-grade security and privacy standards. Our platform is compliant with the highest international standards, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance.
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Discover all the ways you can use EasySend with Salesforce

Visit Salesforce AppExchange    >
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