Adding Salesforce to your Dropbox DocSend account

Updated Dec 09, 2025

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The information in this article applies to all customers on DocSend Standard, Advanced, Advanced Data Rooms, and Enterprise.

The Salesforce integration can sync data by connecting Salesforce to DocSend within the Integration settings.

To integrate Salesforce into your account:
  1. Click your avatar (profile picture or initials) in the top-right corner.
  2. Click Integrations.
  3. Click Salesforce.
  4. Click Upgrade now. 
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Note: If you’d like access to this feature contact Sales for availability.

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