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WebForms Salesforce Integration


Emad Radwan
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Hello,

Is the is a integration between salesforce and webform?

Best answer by Melanie.Panguito

Hello ​@Emad Radwan,

Thank you for reaching out, and welcome to the Docusign Community! We are thrilled to have you here and look forward to sharing as much knowledge as we can.

I understand you would like to know if there is an integration between Salesforce and Webform. 

The answer is Yes! With DocuSign Maestro, you can connect DocuSign workflow steps like Web Forms to third-party extensions, including Salesforce. You will utilize Maestro along with a WebForm step and the Maestro Salesforce app. The web form will function as a distinct step within the Maestro workflow, while the Salesforce Read and Write steps will serve as additional components in the same workflow. For more comprehensive instructions, please refer to: Use Docusign Maestro With Salesforce

Furthermore, here is a sample workflow that illustrates how this configuration might look: Workflow Sample

If you found my response to be a useful solution to your question, please click the "Best Answer " button at the bottom of the post so it helps other community members who might have similar questions. Let us know if you need further assistance.

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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Hello ​@Emad Radwan,

Thank you for reaching out, and welcome to the Docusign Community! We are thrilled to have you here and look forward to sharing as much knowledge as we can.

I understand you would like to know if there is an integration between Salesforce and Webform. 

The answer is Yes! With DocuSign Maestro, you can connect DocuSign workflow steps like Web Forms to third-party extensions, including Salesforce. You will utilize Maestro along with a WebForm step and the Maestro Salesforce app. The web form will function as a distinct step within the Maestro workflow, while the Salesforce Read and Write steps will serve as additional components in the same workflow. For more comprehensive instructions, please refer to: Use Docusign Maestro With Salesforce

Furthermore, here is a sample workflow that illustrates how this configuration might look: Workflow Sample

If you found my response to be a useful solution to your question, please click the "Best Answer " button at the bottom of the post so it helps other community members who might have similar questions. Let us know if you need further assistance.

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Emad Radwan
Conversation Starter
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  • Author
  • Conversation Starter
  • 12 replies
  • March 11, 2025

@Melanie.Panguito 

Thank you