Looking to write data gathered on a Web Form directly into a specific Salesforce record?  Maestro makes it easy to do with the addition of the Salesforce app into your workflow. 

With the configuration of your Maestro workflow to connect to your source-of-truth for your customer information, data populated on a Web Form can automatically create or update specific fields on your Salesforce records automatically.  This saves you the time of the dreaded and manual ‘stare and compare’ to make sure that data is mirrored.

Helpful resources:

Use Docusign Maestro With Salesforce

Watch the below video to see a Docusign University Trainer outline how to use validation for eSignature text fields.

Continue the Conversation:

This video covers the absolute basics of connecting and updating Salesforce records.  How are you using your connection to Salesforce?  Who has the most clever integration for their Salesforce org with Maestro?