Integrations
ClientSpace provides integration and APIs for the following applications:
- DocuSign
- PlanHub
- Salesforce
DocuSign
DocuSign is one of the most widely used e-signature applications in the world allowing you to sign documents anywhere from any email-enabled device without overnighting, faxing, or waiting.
See DocuSign integration for how to configure ClientSpace to connect to DocuSign through the API and provide integrated electronic signatures for your ClientSpace documents.
PlanHub
PlanHub allows you to create instant, customized 401k cost comparison proposals for your clients and prospects, as well as to enroll your contacts into an automated email campaign to nurture them towards sales-readiness with the value of the 401k at the forefront. For more information about PlanHub, see their website.
With the ClientSpace PlanHub integration, you can request a Slavic 401k PlanHub proposal from within ClientSpace – offering you an integrated solution. From ClientSpace, you can create instant, customized 401k cost comparison proposals for your clients.
The ClientSpace PlanHub integration passes the prospect’s FEIN to Slavic401k, and if successful, a PDF version of the PlanHub proposal is received and uploaded to the Slavic PlanHub dataform. When the PlanHub proposal is received, it can trigger established workflows to notify individuals for any additional next steps.
Salesforce
The Salesforce API Integration is a PEO process that maintains data synchronization between a client’s ClientSpace installation and their respective Salesforce system.
During the life cycle of a Deal, either Salesforce or ClientSpace is responsible for the data. Typically, when in the Lead Discovery cycle, Salesforce owns the data. As changes are made in Salesforce, ClientSpace is updated with those changes. When the Deal has reached a certain level, ClientSpace will no longer accept changes from Salesforce but will keep Salesforce up to date with certain data as changes are made in ClientSpace.