Welcome to this Knowledge Article, where we will guide you through the process of connecting your DocuSign Account with SalesNexus. By following these simple instructions, you will be able to seamlessly integrate the two platforms and enhance your workflow.
Step 1: Log in to your SalesNexus Account.
Go to the SalesNexus website and log in using your credentials.
Once logged in, look for the "Gear Icon" located in the Settings Menu at the top of your screen.
Step 2: Access the Integrations Tab.
Click on the "Integrations" Tab in the Settings Menu.
Look for the "DocuSign" option from the list of integrations and select it.
Step 3: Complete the DocuSign Connection Form.
After selecting "DocuSign" you will be directed to the "DocuSign connection form."
Step 4: Access Your DocuSign Account Settings and Integrations
First, log in to your DocuSign Account using your credentials.
Once logged in, navigate to the "Settings" section.
In the Settings menu, look for "Integrations" and click on it.
From the Integrations options, select "Apps and Keys."
Step 5: Add an App and Integration Key
Click on the "ADD APP AND INTEGRATION KEY" button.
Next, create a name for the integration. Choose a descriptive name that helps you identify the connection with SalesNexus.
Step 6: Generate Integration Key, Secret Key, and Set Redirect URIs
After clicking the button, you will be directed to a new page.
On this page, you can find the "Integration Key." Copy this key; you'll need it later for the integration setup.
Create a "Secret Key" for added security and authorization.
Now, apply the "Redirect URIs." These URIs are used to redirect back to SalesNexus after the integration process is completed.
Step 7: Paste the "Integration Key" and "Secret Key" into the Page Form
Copy the "Integration Key" that you previously generated from the DocuSign page.
Also, copy the "Secret Key" that you created for added security.
Now, go back to the page form (where you're integrating with SalesNexus) and paste both the "Integration Key" and "Secret Key" into their respective tabs or fields.
Step 8: Copy the "Redirect URL" from the Page Form and Apply it in DocuSign Settings
On the page form where you are integrating with SalesNexus, locate the "Redirect URL" provided in that section.
Copy the "Redirect URL" to your clipboard.
Now, navigate back to your DocuSign Settings page:
Find the corresponding section where you need to apply the "Redirect URL."
Paste the copied "Redirect URL" into the appropriate field in DocuSign Settings.
Important: Don't forget to save your changes. Look for the "SAVE" button located at the bottom of the page, and click on it to save your settings.
Step 9: Verify Your API Connection in DocuSign Settings
After clicking the "SAVE" button in the previous step, you will be directed back to the DocuSign Settings Page.
On this page, you should be able to see the API Connection that you just created. This confirms that your integration between DocuSign and SalesNexus is now set up and ready to use.
Step 10: Authorize the Integration in SalesNexus
Return to the SalesNexus Integration Form, and look for the "AUTHORIZED" or "RE-AUTHORIZED" button.
Click on the button, and if you haven't logged in to your DocuSign Account yet, you will be prompted to do so at this stage.
By completing this step, you will grant the necessary permissions to SalesNexus, allowing it to securely access your DocuSign Account and fully integrate the two platforms.
Step 11: Confirm Successful Authorization
After completing all the steps as mentioned, you will see a "Authorized" message displayed on the form. This message indicates that the integration between SalesNexus and DocuSign has been successfully established.
Congratulations! You have now completed the integration process, and your SalesNexus Account is now connected to DocuSign, allowing you to seamlessly manage and access your documents.
If you encounter any issues or have any further questions, please do not hesitate to contact our customer support team for assistance. They will be happy to provide any help you may need.
Here is a link that will guide you through the process of setting up a DocuSign Template for Mail Merge with SalesNexus: https://salesnexussupport.zendesk.com/hc/en-us/articles/22719790921869-Docusign-Template-Setup-for-Mail-Merge-with-SalesNexus
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