AirSign for Salesforce
Send documents for signing directly from Salesforce and sync completed agreements back to your records automatically.
What the Integration Does
The AirSign Salesforce integration connects your CRM directly to your signing workflows. Send documents for signature without leaving Salesforce, and have signed copies automatically attached to the right records when complete.
Send From Salesforce
Send documents for signing directly from any Salesforce record. Contracts, proposals, and agreements go out with a single click.
Auto-Sync Back
Signed documents are automatically synced back to the originating Salesforce record, keeping your CRM data complete and up to date.
Trigger Workflows
Trigger signing workflows from Salesforce automation, such as sending a contract when an opportunity reaches a specific stage.
How It Works
Connect AirSign
Link your AirSign account to Salesforce with a simple one-time setup. No coding or IT support required.
Select a Record
Open any Salesforce record — an opportunity, account, or contact — and choose the document to send for signing.
Send for Signing
Recipients receive the document via email. They can review and sign from any device, no account needed.
Auto-Sync Complete
Once signed, the completed document is automatically attached to the Salesforce record with a full audit trail.
Use Cases
Sales Teams
- Send contracts from opportunities
- Get proposals signed faster
- Close deals without leaving Salesforce
- Track signing status in real time
- Auto-update opportunity stages
Customer Onboarding
- Welcome packs and service agreements
- Terms and conditions acceptance
- Privacy consent forms
- Direct debit authorisations
- KYC documentation
Compliance and Renewals
- Annual contract renewals
- Policy acknowledgments
- Regulatory compliance documents
- NDA and confidentiality agreements
- Audit-ready record keeping
Benefits for Salesforce Users
No Context Switching
Send and track documents without leaving Salesforce. Your team stays focused in the tool they already use every day.
Automated Record Keeping
Signed documents are automatically filed to the correct Salesforce record. No manual uploads or data entry required.
Faster Deal Closure
Eliminate delays between verbal agreement and signed contract. Send documents the moment a deal is ready to close.
Complete Audit Trail
Every signing event is logged with timestamps and IP addresses, providing a complete audit trail stored alongside your Salesforce data.
Ready to connect AirSign with Salesforce?
Streamline your signing workflows and keep your Salesforce records complete. Start your free trial today and see how easy it is to integrate.