How to Integrate Digify & Salesforce via Zapier to Send Files Securely

Optimizing the way you share and track documents with prospects can greatly enhance your sales process. By integrating Digify and Salesforce using Zapier, you can automate secure file sharing, monitor engagement, and streamline follow-ups. This guide will walk you through setting up the integration to ensure that files are shared securely and that you gain valuable insights into how your leads interact with your content.

Benefits of Integrating Digify & Salesforce

Integrating Digify with Salesforce via Zapier offers several advantages for your sales team:

Automate Secure File Sharing: Effortlessly send files to leads and prospects while ensuring their security.
Track Engagement in Real-Time: Understand how leads interact with your documents to gauge their interest.
Enhance Follow-Ups: Trigger follow-up actions based on file views to improve lead nurturing.
Streamline Sales Workflows: Synchronize document-related activities with Salesforce for a more efficient sales process.

Step 1: Set Up a Zapier Account

Create an Account: Visit Zapier and sign up for a free account, or log in if you already have one.
Create a New Zap: On the dashboard, click “Create Zap” to start the automation process.

Step 2: Send File Securely to Newly Created Leads in Salesforce

Trigger: New Lead in Salesforce

Choose Trigger App: Search for and select Salesforce.
Select Trigger Event: Choose New Lead as the trigger event. This action will initiate the Zap when a new lead is created in Salesforce.
Connect Your Salesforce Account: Log in to Salesforce and authorize Zapier to access your account.
Customize Lead Data: Select the Salesforce fields you want to monitor, such as lead name, email address, or lead status.

Action: Send File in Document Security

Choose Action App: Search for and select Digify.
Select Action Event: Choose Send File in Document security as the action event.
Connect Your Digify Account: Log in to your Digify account and authorize Zapier access.
Customize File Sending Options:
- Choose the sales document or file you want to send (e.g., a pricing sheet, proposal, or demo video).
- Specify the recipient's email address by mapping the lead's email address from Salesforce.
- Configure the security settings for the file, such as setting it to only people I specify, adding print counts and/or adding watermarking as examples

Step 3: Sync Digify File Viewing Status to Salesforce

Trigger: New File view for sent files

Add a Second Trigger: In Zapier, add another trigger by selecting Digify as the trigger app.
Select Trigger Event: Choose New File view for sent Files as the trigger event. This will activate when a lead views the file.
Customize File Viewing Status: Map the appropriate file and lead data to ensure the correct lead is updated in Salesforce.

Action: Update Lead in Salesforce

Choose Action App: Select Salesforce again.
Select Action Event: Choose Update Lead as the action event.
Map Data: Map the file viewing information (such as viewed status or timestamp) to relevant lead fields in Salesforce. Use this data to update the lead’s status or engagement level.

Step 4: Automate Sales Follow-Up and Analytics in Salesforce

With the integration configured, you can further enhance your sales process using Salesforce’s workflow features:

Salesforce Workflow Automation: Set up workflows to automatically create follow-up tasks when a lead views a file. For example:
- Task Creation: Generate tasks for sending a follow-up email or scheduling a call.
- Lead Status Update: Automatically advance the lead to the next stage in your sales pipeline (e.g., from "Interested" to "Engaged").
Reporting: Utilize Salesforce’s reporting tools to analyze file engagement:
- Track metrics such as the number of leads who view files, the types of files generating the most interest, and the time spent viewing each file.
- Create reports to help refine your sales strategy based on engagement insights.

Step 5: Test the Integration

Perform a Test: Once you’ve completed the setup, click “Test” to ensure the integration functions as expected.
Verify Functionality: Confirm that new leads receive secure files via Digify and that Salesforce updates appropriately when a file is viewed.

Conclusion

Integrating Digify and Salesforce via Zapier allows your sales team to automate secure file sharing, track lead engagement, and enhance follow-up processes. This integration not only saves valuable time but also provides actionable insights into lead behavior, helping your team prioritize high-engagement prospects and improve your sales strategy. Explore further customization options, such as advanced workflows and detailed analytics, to fully leverage the integration and drive more informed decision-making.