Certyneo × Salesforce — eIDAS electronic signatures directly in your CRM

What's coming in the Salesforce integration

Here are the features planned for the initial release. They are being built together with early-access members.

• Envelope events in Salesforce activities

  Every Certyneo send, signature, and decline automatically creates a Salesforce task or activity on the relevant contact or opportunity.

• Enriched opportunity timeline

  See the signature status (pending, signed, expired) directly in the Salesforce opportunity timeline — no tab switching needed.

• Lead -> contract conversion in one click

  From any lead or opportunity, generate and send a Certyneo contract pre-filled with Salesforce data in a single click.

• Custom Salesforce fields and objects

  Map your custom Salesforce fields to your Certyneo contract template variables. Supports standard and custom objects.

The integration will be available on AppExchange. In the meantime, use our REST API or Zapier.

In the meantime, connect Salesforce via

Three options available right now to connect Certyneo to Salesforce without waiting for the native integration.

• Zapier (no-code)

  Create a Salesforce -> Certyneo Zap in 10 minutes: trigger contract sending from any Salesforce trigger (new opportunity, status update…).

• Inbound webhooks

  Use Certyneo webhooks to push signature events to Salesforce via the Salesforce REST API (Platform Events or Records API).

• Certyneo REST API

  Direct integration via our OpenAPI 3.1 documented REST API: create envelopes, add signers from your Salesforce contacts, and retrieve signed PDFs.

Learn more

• All Certyneo integrations
• HubSpot integration (available)
• Slack integration (available)
• Webhooks documentation
• Electronic signature API guide