Integrations overview

Sign Integrate Image

You can use Acrobat Sign inside other applications your organization already uses, such as Microsoft, Salesforce, Workday, and Marketo to name a few. Learn how you can simplify your e-signature workflows in these integration guides and tutorials.

NOTE

If you’re having trouble accessing any of these features, check with your organization’s administrator to ensure that the integration is enabled.

What’s new

Microsoft integrations tutorials

Filling and signing in Microsoft Outlook Fill out and sign a form directly within Microsoft Outlook
Send for signature in Outlook Send a document for signature directly within Microsoft Outlook
Send for signature in SharePoint Online Send a document for signature directly within Sharepoint Online
Tracking in SharePoint Online Track the progress of an agreement directly within Microsoft Sharepoint
Sending documents for signature in Microsoft Teams Send documents for signature directly within Microsoft Teams
Auto archive files in SharePoint with Power Automate Learn how to automatically archive signed documents to a SharePoint library using Power Automate
Document automation with Acrobat Sign for Microsoft Power Platform Learn how to activate and use the Acrobat Sign and Adobe PDF Tools connectors for Microsoft Power apps

Salesforce integrations tutorials

Document Builder for Salesforce Learn how to create a reusable document template using Document Builder for Salesforce
Setting up data mapping Pull data back into Salesforce after an agreement has been signed
Setting up Merge Mapping in Salesforce Learn how to merge data from Salesforce directly into an Acrobat Sign document
Creating a custom button Create a custom button that starts the sending process and auto populates an agreement inside Salesforce

Workday integration tutorials

Configuring Acrobat Sign with Workday Learn how to configure Acrobat Sign to work directly within Workday to seamlessly manage all your HR paperwork
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Marketo integration tutorials & configuration guides

Send notifications using Acrobat Sign for Salesforce and Marketo Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way
Send reminders using Acrobat Sign for Salesforce and Marketo video tutorial Learn how to send an email reminder from Marketo when an agreement remains unsigned after a period of time
Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide Read how to send an email reminder from Marketo when an agreement remains unsigned after a period of time
Send reminders using Acrobat Sign for Microsoft Dynamics and Marketo Learn how to send an email reminder when an agreement remains unsigned after a period of time
Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way
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