DocuSign + Salesforce, connected through Orbit
Faster signatures on deals you're already tracking.
How DocuSign and Salesforce work together on Orbit
Connect DocuSign and Salesforce to Orbit so signer notifications for a deal's envelope go out on SMS/WhatsApp instead of email alone, while reps see the same account and opportunity context that's driving the deal.
Setup steps
Connect Salesforce
In Settings → Integrations, connect Salesforce so accounts and opportunities sync into Orbit.
Connect DocuSign
Connect DocuSign and authorize the requested scopes.
Turn on signer notifications
Enable the SMS/WhatsApp signer-notification flow so envelope events reach signers on a channel they actually check, on the same conversation thread as the Salesforce-backed deal.
Frequently asked
- Does signing a DocuSign envelope update the Salesforce opportunity?
- That depends on your DocuSign-for-Salesforce configuration on the DocuSign side; Orbit's role is notifying signers on SMS/WhatsApp and showing envelope status alongside the Salesforce-backed conversation.
- Can I use DocuSign notifications without connecting Salesforce?
- Yes — each integration works independently. Connecting both just means the same deal shows CRM context and envelope status together.
Connect both in minutes
DocuSign and Salesforce are two of the integrations in the Orbit marketplace — voice, messaging, email, video, AI agents, and customer data on one platform. Start free, or talk to our team.