Seamless CRM Integration: Salesforce & Dynamics 365 Extension Apps for Maestro

Last year we announced Docusign Intelligent Agreement Management (IAM) and outlined exciting new offerings, including the Docusign App Center. With the App Center, you can discover and install extension apps to enhance your agreement processes.

We’re excited to announce that the extension apps for Salesforce and Dynamics 365 are now live and ready for you to install! These Extension Apps were specifically designed to tackle the challenges of integrating custom agreements with CRMs, eliminating the manual, resource-heavy processes that once slowed you down. 

With the ability to both read and write data, these extension apps make it possible to automatically sync any data updates made in Salesforce, Dynamics, or eSignature templates, ensuring all records are consistent throughout the agreement lifecycle—no coding required. This integration ensures that your CRM, whether that be Salesforce or Dynamics 365, stays up to date in real time, streamlining operations and enhancing data accuracy across your business.

The impact of CRM extension apps

The new Salesforce and Dynamics 365 Extension Apps enable businesses to automate critical B2I (Business-to-Individual) workflows, such as loan applications, patient intake forms, and customer onboarding, enhancing operational efficiency and customer experiences.

Financial services: Businesses in the financial services industry can automate their loan application, account opening or account maintenance processes. Data flows seamlessly between the CRM and Docusign, enabling customers to easily submit loan applications, make updates to existing accounts, sign agreements, and track their application status—all within a unified workflow. This reduces manual data entry, speeds up approval times and enhances the customer experience by providing a smooth, digital-first process.

Patient intake in healthcare: New patients can complete forms, sign documents, and submit necessary information online, all before arriving for their appointment. The integration ensures that data flows directly into the CRM, improving patient satisfaction while saving time for both patients and healthcare staff.

Customer subscriptions: The Extension Apps also support subscription-based businesses by automating the process of onboarding new customers. With the seamless connection between CRM systems and Docusign Maestro, customers can quickly sign subscription agreements, update their preferences, and access their subscription details—all through a streamlined digital workflow. This not only improves operational efficiency, but also boosts customer retention by offering a faster, more convenient way to engage with services. *Please ensure that the product functionality and capabilities fit your individual use case and any applicable compliance requirements

Join us in building the future

The Salesforce and Dynamics 365 Extension Apps mark a significant milestone in our mission to bring agreements to life! We’re delivering a seamless integration experience that allows your team to work faster and smarter. These tools are designed to transform the way you manage agreements, empowering you to drive efficiency and accelerate business processes today. 

Want to get started using the extension apps today? You can access the Salesforce and Dynamics 365 Extension Apps in the Docusign App Center.