Integrations
The contract does not live alone. Contrasync mirrors contracts, clients and billing with the ERPs and CRMs your company already uses, and notifies your systems by webhook when something relevant happens.
A signed contract has to become billing in finance. The ERP integration mirrors contracts and billing so the finance team does not retype what was already agreed.
Omie: contracts, clients and billing mirrored
Conta Azul: clients and billing aligned with the contract
Bling: contract data available for the billing
The negotiation starts in the CRM and ends in a contract. The integration takes the closed deal into Contrasync and returns the signature status to the sales team.
HubSpot: a won deal becomes a contract, with the status back in the CRM
Pipedrive: records and events mirrored on both ends
Salesforce: accounts and opportunities connected to the contract
When the ready-made integration does not cover your case, the event goes to your system. Contract signed, obligation about to expire, hours approved: every relevant event can become a call to you.
Webhooks for contract signed, obligation about to expire and hours approved
An API to read and create contracts from your own systems
Automatic email notifications for the parties involved
The connection is made in the company settings, by whoever has the owner or admin role, with no need for the engineering team.
Connect the provider in the Integrations tab, on the web or in the app
Map the fields your ERP or CRM uses, including custom fields
Turn on the mirroring and follow the status of each connection
Omie integrationA signed contract becomes a client and billing in Omie, with no retyping.
Conta Azul integrationA signed contract becomes a client and billing in Conta Azul, with no retyping.
Bling integrationA signed contract becomes a client and billing in Bling, with no retyping.
HubSpot integrationA won deal becomes a contract, with the signature status back in the CRM.
Pipedrive integrationA won deal becomes a contract, with the signature status back in the pipeline.
Salesforce integrationA closed opportunity becomes a contract, with the signature status back in the CRM.Zelor, the Contrasync AI
An integration usually breaks in the detail: the field with another name, the client registered twice, the amount that does not add up. Zelor helps map the fields, flags the gap between the contract and the billing and explains in plain language what went out of place.
Frequently asked questions
Which systems are supported, what is mirrored and how to connect.
Among the ERPs, Omie, Conta Azul and Bling. Among the CRMs, HubSpot, Pipedrive and Salesforce. There are also webhooks and an API for the cases the ready-made integration does not cover.
It does. The Omie integration mirrors contracts, clients and billing between the two platforms, so a signed contract turns into billing with no retyping in finance.
Yes. The platform fires webhooks when a contract is signed, an obligation is about to expire or hours are approved, and offers an API to read and create contracts from your systems.
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