SignNow Integration Salesforce Zendesk

Send documents for signature from within your CRM screens

Does your customer support team need to send out documents for electronic signature as part of their customer support workflows? Assuming your agents work cases or tickets inside Salesforce, Zendesk, Fresh or Zoho – shouldn’t there be an easy way for them to send documents out for signature within their existing CRM screens?

That’s where FlowEQ comes in. FlowEQ’s workflow automation platform embeds within your current CRM system and streamlines every step of the support process so your agents never have to open other applications and can get through their work 10x faster. Using FlowEQ you can integrate SignNow with your Salesforce or Zendesk systems to automatically send documents out for signature once all the right information is provided. FlowEQ helps your agents work faster and ensures your customer support procedures are followed correctly every time.

Our SignNow integration with Salesforce and Zendesk makes it easy for your teams to:

  • Get through cases and tickets faster by enabling agents to search SignNow records for information needed to handle customer support cases all from within your existing CRM screens
  • Accurately track product quality issues by automatically attaching cases or tickets to an SignNow base of known product issues
  • Automatically track and analyze important areas of your customer support process by auto-adding new records to any SignNow based on actions taken by your agents in your CRM system
  • Increase accuracy by ensuring your SignNow data is always in sync with your CRM
  • Provide great customer service by speeding up your customer support processes and empowering agents to resolve issues on the first call
  • Ensure SOPs are followed 100% with error-proof workflows that eliminate errors and ensure all data is always captured correctly in both your CRM and SignNow
  • Onboard new agents faster with interactive decision trees right inside Salesforce or Zendesk that get them up to speed in hours instead of days

FlowEQ saves customers time and money everyday


Support tickets accelerated


Faster customer resolution




Faster agent

FlowEQ Process Acceleration Platform

FlowEQ orchestrates data and automates steps behind the scenes while accelerating your employees through error-proof workflows. The FlowEQ Process Acceleration Platform is a no-code workflow automation software solution that helps you build interactive decision trees, ensure high-stake processes are followed every time, and measure and drive insights for constant improvement.

Pre-integrated with all the other systems customer service teams need to interact with

FlowEQ is an absolute miracle for a business like ours with complex troubleshooting workflows. I wish I had access to it in all of my previous businesses.

John Doe, CEO
Acme Inc.

Ready to speed up your team’s recurring work?