Salesforce

Give your teams consistent email signatures in Salesforce.
Table of Contents

Connect Salesforce to Signitic to keep your sales teams’ email signatures consistent and manage their updates from one central workspace.

Why use the Signitic integration with Salesforce

Sales and support teams email customers directly from their CRM. With Signitic, those messages carry the same identity as the rest of your communications. You manage signatures centrally while your teams continue working in Salesforce.

Benefits:

  • Keep your branding consistent: Use your branded signatures for active Salesforce users.
  • Manage signature updates: Manage signatures in Signitic and enable updates in the Salesforce connector.

How the Signitic integration with Salesforce works

Signitic sends signatures to Salesforce users enabled on the connector. Prepare the content in Signitic, then enable updates to bring it into the CRM. An administrator account and API permissions authorise the connection.

Check the Salesforce signitic_signature field: standard users and administrators must be able to edit it. After a change in Signitic, force an update or wait until the next morning to check the CRM result.

How to activate it

A Salesforce administrator account and API permissions are required. Users must be active in Signitic to receive their signatures.

  1. Add Salesforce from the Signitic connectors.
  2. Sign in with a Salesforce administrator account and grant API access.
  3. Enable signature updates and check that the relevant users are active.

Read the setup guide (in French)

Managing signatures and using them in Salesforce: what is the difference?

Signitic is where you prepare signature content and design. Salesforce remains the tool your teams use to communicate with contacts. The connector brings these activities together: a prepared signature needs to be linked to the right users, with updates enabled, to be applied in the CRM.

Here are two practical situations showing how this connection fits into your organisation.

Practical example 1: You change your logo. Prepare the signature in Signitic, then force an update for active Salesforce users or wait for the next morning’s sync.

Practical example 2: A salesperson’s signature does not appear. Check their Signitic status and the Salesforce signitic_signature field permissions, which must allow editing by standard users and administrators.

Benefits and customer experiences

To explore how companies organise email signature management, visit our customer stories (in French) or the Signitic blog (in French). Discover deployment examples and marketing and technical perspectives to help plan your project.

Send emails with your branded signatures, right from your favorite tools.

Connect Signitic to your tools to centralize your data and automatically keep your email signature up to date.
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Portrait de Marina Jones dans une signature email Signitic

Join 5K+ Marketers

They use Signitic on a daily basis ❤️

"As a marketer, Signitic makes my daily life easier, but especially that of my colleagues! I'm no longer chasing after anyone to harmonize the signature or for banner rotation!"
Alma
Clardian
Signitic has enabled us to guarantee harmony between all our collaborators' signatures, ensuring a consistent brand image. The platform also allows us to easily update our banners, enhancing our highlights.
Justine
La Maison Du Whisky
For example, a colleague who works in Vienna and Munich needs two signatures to show different contact details. With Signitic, we can easily set up this system so that it can always use the appropriate electronic signature.
Carolin
Groupe EQS
A team that listens and a tool that has transformed our daily emails into marketing machines, I highly recommend. Very simple to set up in the team and that gave everyone the desire to use it.
Guillaume
Touch and Sell
We wanted to automate signature generation for everyone in the company and leverage email signatures as a marketing channel using banners. The results have been very positive! Now, setting up Signitic is an essential step for every new hire. Plus, we can manage promotional banners for each team or country. Finally, the customer service is very responsive—thanks, Thomas and Xavier!
Edouard
Upslide
The tool offers us optimal control and simplified management of our signatures, without unnecessarily soliciting employees. It also makes it easy to automate our banner campaigns, whether internal or external. In addition, as soon as we had a question or encountered a problem, the teams at Signitic responded with clarity and responsiveness. Thanks to them!
Margaux
Nerco
Signitic is easy to manage, and has a real impact on traffic and the visibility of our offers. The team is really responsive and continues to improve the solution over time.
Isabelle
D-EDGE
"We're delighted! Signitic is very useful and easy to use, we can add promotional banners temporarily on our signatures, which gives us better visibility. What's more, the technical support is fast and very friendly! We highly recommend using this application!"
Valérie
Laboratoire HUCKERT'S International
For several years, Signitic has allowed us to promote the action of the association, in all the exchanges between the teams and our partners (state, local authorities, donors, other associations). A real asset to relay the seriousness of the association, and highlight important operations on which we need to mobilize widely. On the IT side, integration with Microsoft 365 is very simple. And the teams are available. I would highly recommend the service! The CCFD-Terre Solidaire transforms each e-mail into an act of commitment thanks to Signitic. 💌 A unified, professional, and above all... solidarity signature. 📣 A communication space to relay citizen campaigns. ⏱️ Time saved for our teams, and a stronger impact for our cause.
David
CCFD-Terre Solidaire
"We've been using Signitic for 1 year now and are very satisfied. It's easy to use, the signatures are very effective and professional and allow us to create a real image for our company while highlighting our products. What's more, the team is always ready to listen and very available, thank you."
Mirela
Sciado
"Over and above the graphic quality of the signatures created via Signitic, this tool has enabled us to gain consistency, unify our mail communication but also set up effective marketing campaigns. The tool is easy to get to grips with, and the team is always responsive to answer any questions we may have!"
Patricia
École Terrade
"Solution that standardized our signatures. Pro rendering, easy to use and simple to set up."
Hélène
ADN Family
Very satisfied with the experience. We got the hang of it very quickly. Today, all our signatures are based on the same professional, uncluttered model.
Elena
Logilec
There are two things that I really like. First of all, the platform is easy to use. Second, I really like the relationship with the teams. They are hyperreactive. If there is a question, they are there right away to help me, correct me and see how it can be improved.
Ana
Toucan Toco
We were looking for a solution to manage our signatures, we tested several of them and then we found Signitic. We implemented the solution in a few minutes, it is simple and extremely effective, the time savings are significant, the interface is modern and the support is responsive. I would highly recommend.
Vincent
2-M
"Very easy to use tool for creating email signatures for collaborators. In addition, adding communication banners is also very useful for us who often have content or participate in various events. We recommend!"
Barbara
Platform.sh
"Signitic is quick and easy to use, with an ultra-responsive team that enabled us to get our hands on the signatures in just a few clicks."
Julien
Qonto
"Signitic is easy to learn and intuitive to use. It offers a useful variety of any form of signature."
Paloma
Africa Power Services
We were looking to include a specific button in our email signatures to allow clients to transfer content. Although this wasn't a standard feature, the Signitic team was very flexible and developed a tailored solution. This has resulted in a much more streamlined process for managing appointments.
Olivier
Company Playbook
We were looking for a way to easily share content without creating extra work for the team. Mission accomplished with Signitic: no more overthinking, one person manages everything in no time.
Thomas
Trustfolio
We especially appreciate the ease of setting up Signitic, the way the Signitic team supported us. And the ease of setting up different banners, according to our teams. Everyone can have their own message to be as targeted as possible!
Iria
Aressy
"With a growing workforce, several geographical locations, and a new graphic charter to integrate, Signitic allowed us to integrate everything automatically. No more copying and pasting into end-user settings, with link errors and so many different fonts/logos. Now everything is seamless and SaaS-based. Click tracking will also help us measure the interaction of our signatures and campaigns. To be recommended +++"
Yoann
Groupe ID
It's pretty much a given. We always include this essential piece of information to ensure our members never miss crucial updates about the association's activities in any of our communications.
Margot
France Digitale
We chose Signitic because it is a very simple SaaS solution: there is nothing to install on the workstations. For us, it is the ideal way to centralize our signatures and to promote our news, such as our webinars, in a professional way.
Pascal
Eurex
"In 2 words, Signitic is simple and easy. But also pleasant and functional and also... in fact it's above all a team of enthusiasts, who listen and respond to their customers' needs. From the first sales meeting, to the deployment of mail signatures in our association, the support was top-notch! I highly recommend Signitic!"
Andy
APAS-BTP
"We're very satisfied with the solution, which is very easy to use. And the Signitic teams are very responsive."
Lauriana
Loyalty Company
"We deployed the solution in less than 48 hours and the Signitic team supported us very efficiently. Today, all our consultants have a signature charted and customized according to our locations."
Hugo
Coldwell Banker
Signitic is an excellent solution that combines simplicity and efficiency! The tool is easy to use, both for administrators and for our employees. It allows us to manage our signatures effortlessly and ensure visual consistency. It is a very efficient solution!
Marina
MV GROUP
Before Signitic, it would never have been possible to insert a banner into employee signatures to promote our participation in a show, and keep it online for three or four weeks. That would simply have been impossible. With Signitic, we can now update signatures quickly to communicate relevant content at the right time.
Daniala
TELE Haase
"As we were in a phase of international expansion, we needed a tool that would enable us to manage the signatures of each employee working in different territories. Thanks to the segmentation proposed within the tool, we were able to meet this need. Campaign management is seamless, enabling us to promote different campaigns in different territories. Top-notch integration with Gmail & SFDC. Hyper-reactive support".
Florian
DIDOMI
Signitic is an intuitive and effective solution for managing email signatures. Its automation guarantees coherent communication, and the integration of visuals via Canva energizes the messages. Campaign planning via signatures is an asset, and responsive support ensures optimal support. An ideal tool to optimize your external communication!
Stéphane
BTP CFA Centre-Val de Loire
Very satisfied with the experience. We got the hang of it very quickly. Today, all our signatures are based on the same professional, uncluttered model.
Elena
Logilec
"Having changed our graphic identity last summer, Signitic was a great ally in deploying it quickly and on all our employees' signatures. The flexibility and ergonomics of the platform mean that campaigns can be created and signatures adapted in just a few clicks. It's great!
Thomas
AS Saint-Étienne
"SYMTA PIÈCES chose Signitic to harmonize its Outlook signatures, and to communicate on its various commercial offers using programmable advertising campaigns. The particularity of our environment (RDS Windows 2016 farm), required specific development to make the Signitic application work. We particularly appreciated the availability of the support teams, who helped us resolve the issues we encountered."
Vincent
SYMTA PIECES
"Our problem concerned the management and standardization of our email signatures. With Signitic, we deployed the solution very quickly, with very responsive support (response with problem resolution in less than 30 minutes). A tool that really makes our lives easier."
Emmanuel
TECHNICAPS
Signitic helped me set up my signature and reorganize the links to Vimeo and other relevant platforms. They quickly showed me how to display periodic banners related to my current business. I am very grateful to them for taking the time to explain their dashboard to me over the phone, as I am an individual customer (i.e. I am not a big account). I now have an interactive signature that works well, with banners related to my latest projects. I am very satisfied with it!
Philippe
MTXProd
"But what a time-saver since we started using Signitic for our signatures! Goodbye layout problems, non-uniform signatures and users with banners from the previous Christmas... It's simple, fast and intuitive! Long live Signitic!"
Sylvain
Jho
Signitic has enabled us to guarantee harmony between all our collaborators' signatures, ensuring a consistent brand image. The platform also allows us to easily update our banners, enhancing our highlights.
Justine
La Maison Du Whisky
"As head of communications for an international group, Signitic is for me the best solution for ensuring that our employees respect the graphic charter in their e-mail tools. The solution also enables me to remotely manage e-mail marketing campaigns tailored to each of our subsidiaries, without having to involve our employees. The daily "clicks" report is an invaluable tool for monitoring our campaigns. The availability of SIGNITIC's teams to set up the solution is irreproachable."
Mélanie
Groupe CEA
"Signitic gave us personalized, interactive signatures in line with our new group identity. A solution that's easy to get to grips with and to upgrade, and a team of people who are responsive and who provided us with excellent support as we switched over our signatures."
Aurore
CF - Compagnie Fiduciaire
"Signitic is the perfect tool for harmonizing employee email signatures, and the automation with Office 365 and Outlook is a huge time-saver. The templates are very easy to create or modify and the campaign scheduling option allows us to plan our banners several months in advance. On top of all that, technical support is super responsive via online chat, so it's a no-brainer."
Stéphane
Safigec
Thanks to Signitic, the Communications Manager can manage instant updates for all employee email signatures and tailor the information shared based on departments and contacts. This is extremely practical given our diverse audiences and offerings.
Stéphanie
Institut des Cultures d'Islam
"After several tool searches and tests, we opted for the Signitic solution to harmonize our employees' e-mail signatures. We're very happy with it, because the tool is intuitive, easy to use, agile and enables complete tracking of communication campaigns. The support is ultra-reactive, which is exactly what we were looking for. I recommend Signitic!"
Céline
ACORUS
"Initially a customer of a competing solution, we quickly decided to switch to Signitic. This solution enables us to efficiently manage our email signatures for our 8 activities. It's very easy to deploy and provides excellent support for our teams. I recommend the solution!"
Hervé
DIMO Software
"Signitic has enabled us to easily harmonize and automate our employees' signature updates. A very easy-to-use platform that saves us precious time and allows us to easily calculate our return on investment."
Pierre
Terres de France
"Signitic enabled us to quickly homogenize all our signatures. Thanks to the "My campaigns" function, our e-mails have become additional sales vectors."
Alexandre
U'RSELF
It is so easy to manage the email signatures for all my company's teams from a single place. It doesn't matter whether the email is sent from a mobile device, a computer, or Salesforce.
Jonathan
Isonic
"Signitic allows us to easily deploy our new branding on email signatures with banners intuitively and without any action on the part of our employees. For us, it's a very practical turnkey solution with a team that's always available and responsive to answer our questions."
Geoffrey
Visionix
Good user experience with Signitic. The support is very responsive. With Signitic it is easy to divide the company's different teams into groups in order to have email signatures that are relevant to each one. Email signatures are easy to set up and program. The admin is easy to manage.
Camille
XL Groupe
I recommend Signitic for its ease of use on a daily basis. Integration with Outlook and M.365 has been made easy since the latest versions.
Cédric
Holy- Dis
"As a marketer, Signitic makes my daily life easier, but especially that of my colleagues! I'm no longer chasing after anyone to harmonize the signature or for banner rotation!"
Alma
Clardian
"In 2 words, Signitic is simple and easy. But also pleasant and functional and also... in fact it's above all a team of enthusiasts, who listen and respond to their customers' needs. From the first sales meeting, to the deployment of mail signatures in our association, the support was top-notch! I highly recommend Signitic!"
Andy
APAS-BTP
"Signitic is easy to learn and intuitive to use. It offers a useful variety of any form of signature."
Paloma
Africa Power Services
Signitic is a digital marketing tool that is becoming key for our activity as a SaaS software publisher. We've been using Signitic for over a year. When a signature is not entirely up to date with our news, the sales team complains, which is an excellent signal.
Maÿlis
Data Legal Drive
"Over and above the graphic quality of the signatures created via Signitic, this tool has enabled us to gain consistency, unify our mail communication but also set up effective marketing campaigns. The tool is easy to get to grips with, and the team is always responsive to answer any questions we may have!"
Patricia
École Terrade
Signitic is extremely easy to use, which was a pleasant surprise for us. Automation is a critical part of Signitic. This allows us to easily deploy synchronized messages on Microsoft 365: desktop, webmail, and mobile.
Sandra
Arpej
Thanks to Signitic, email signature management is fully automated. The tool integrates perfectly with our Active Directory. What's more, Signitic's support was far superior to that of our previous supplier.
Kévin
Centrimex
We were looking to include a specific button in our email signatures to allow clients to transfer content. Although this wasn't a standard feature, the Signitic team was very flexible and developed a tailored solution. This has resulted in a much more streamlined process for managing appointments.
Olivier
Company Playbook
"I find the tool simple to use and a great way to standardize signatures across an organization. Courteous and prompt service when we need assistance."
Jean Sébastien
DPME
For me, the main advantage is the possibility of synchro with iPhone and iPad. It's important for us because all our salespeople use them in the field. The team is hyper-responsive and available. We are really very well accompanied.
Pauline
Planity