Introducing EasySend for Salesforce: the missing layer that bridges the gap between Salesforce and your customers

The partnership between EasySend and Salesforce empowers businesses to build amazing digital journeys integrated with Salesforce CRM and create outstanding customer experiences.

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EasySend’s partnership with Salesforce

EasySend’s digital platform provides a suite of products built for limitless self-service. Our suite of products, Digital Journeys, Dynamic Docs, and EasySign, are low-code and seamlessly connect to your SalesForce. Map and manage every customer interaction in one place and track analytics to optimize the customer experience and drive better business results.

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Create business value. Fast.

Turn tedious paperwork into amazing user experiences, win more customers and drive revenue growth. Launch digital journeys with two-way integration with Salesforce quickly and at scale with a no-code builder and improve your efficiency and boost ROI as a result.

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Complex business logic and validations

EasySend is much more than an eForm. Our platform lets you create any process from simple to complex, customer-facing process. Our Drag-and-Drop form builder supports any use case with ready-to-use, pre-built components for customer on-boarding, lending, claims, and policy renewals.

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Self-service or full service: Let your customers choose

EasySend supports both self-service digital journeys as well as journeys that require involvement by brokers, agents, or customer service representatives. Our co-browsing feature ensures the best possible service level for customers who need extra help filling in complicated forms and processes. 

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Your customer service representatives, agents, and brokers can now send all customer data into your CRM and deal with customer requests in real-time, eliminating manual data entry and processing without additional integrations.

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Boost conversion rates with data

Gain full visibility into complex digital workflows, pinpoint problems leading to churn, optimize processes, and drive revenue growth with responsive digital eForms that look great on any device. 

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Boost conversions with complete end-to-end visibility, AB testing, and advanced optimization capabilities of EasySend’s platform.

What you can do with EasySend and Salesforce

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Build integrated data intake processes

Drag and drop Salesforce fields and hierarchies into EasySend processes, instantly merging data to create personalized, pre-populated experiences.

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Launch in a click

Deploy digital processes directly from Salesforce, track progress and collect signatures from any device.

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Make data-driven decisions

Monitor process performance with Salesforce analytics, identify gaps and boost completion rates.

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Empower agents with co-browsing

Support customers in real-time with co-browsing, allowing agents to guide and resolve issues for seamless process completion.

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Click here to visit our AppExchange listing and get started with seamless integration.

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EasySend for Salesforce

Launch personalized digital processes right from Salesforce, track progress and collect customer data from any device or channel.