Enhance Your Sales Process with OnTask’s Salesforce Integration

Easily export documents and data collected by OnTask into Salesforce to better manage contracts, quotes, and follow-ups.

About the Salesforce Integration

OnTask’s Salesforce integration allows you to send documents and forms from an OnTask workflow directly to Salesforce for easy access. Files are automatically sent upon document completion.

What You Need

  • OnTask account
  • Admin access to Salesforce

How to Get Set Up

  • Log in to Salesforce, click “New Connected App”, fill out the requested info, and click save
  • Get the consumer secret from your Salesforce account
  • Create a workflow with a web form and “Export Document” task
  • Designate Salesforce as the destination in the “Export Document” task
  • Add the Salesforce info when prompted by OnTask and click “Connect to Salesforce”

Salesforce x OnTask Benefits

Take your sales automation to the next level.

Easy Document Preparation

Prepare and sign documents like contracts and quotes in OnTask, then route them to any existing or customized Salesforce entity.

Automated Data Collection

Generate documents using information gathered from OnTask web forms and transfer them to Salesforce automatically.

Improved Productivity

Spend less time manually uploading documents and more time focusing on converting sales opportunities.

Enhanced Transparency

Keep prospect information organized by routing key data and documents to the appropriate Salesforce destinations.

View More Integrations

Want to find more ways to enhance productivity?
See our full list of integrations.

What Processes Does the Salesforce Integration Work for?

  • Exporting sales contracts
  • Exporting customer quotes
  • Exporting signed documents
  • Exporting documents generated from form data
  • Exporting combined documents
  • Exporting templated documents

Frequently Asked Questions

What is Salesforce?

Salesforce is a web-based customer relationship management (CRM) and sales automation platform that allows organizations to track opportunities, manage customers, and gain insights from sales data.

How does the Salesforce integration work?

OnTask workflows are configured to export documents or form information to Salesforce automatically. After documents are uploaded or generated from forms data, they can be routed to the correct location in Salesforce as the next step of the workflow. This ensures that whenever a new workflow is triggered, the resulting document will be exported to Salesforce automatically.

How can I set up my Salesforce integration?

Use this step-by-step integration guide to get set up.

Don’t See the Integration You’re Looking For?

We’re here to ensure you have the tools to succeed. If you don’t see the integration you’re looking for, request it here.

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