CRM integration
A deal won in Pipedrive becomes a contract in Contrasync, and the signature status goes back to the pipeline. The sales team stops asking whether the client has signed.
The sale ends where the contract begins. The integration connects the Pipedrive pipeline to the contract lifecycle, and the handoff between sales and legal stops being an email with an attachment.
A deal won in the pipeline becomes a contract in Contrasync
Records and events mirrored between the CRM and the platform
The end of retyping client, amount and commercial terms
The integration keeps both ends aligned during the negotiation and after it, all the way to the signature.
Pipeline deals, with amounts and terms
Contacts and organizations, including custom fields
The contract status back on the CRM deal
The completed signature recorded in the pipeline
The connection is made in the Integrations tab of the company settings, with no implementation project.
Enter the Pipedrive access credentials
Map the fields, including custom fields such as the company tax ID
Turn on the mirroring and follow the status of the connection
Sales can see the contract without leaving the CRM, and legal receives the negotiation with the data already filled in.
The sales team follows the signature without chasing anyone
A handoff between sales and legal with no spreadsheet in between
A contract created from the deal, in minutes
Zelor, the Contrasync AI
When the deal is won in Pipedrive, Zelor already builds the contract draft with the client, the amounts and the terms of that deal. The handoff between sales and legal stops being an email with an attachment.
Frequently asked questions
How a deal becomes a contract, what is mirrored and how to connect.
A deal won in the Pipedrive pipeline becomes a contract in Contrasync, with the client, the amounts and the terms already filled in. The signature status goes back to the CRM, and the sales team follows it without leaving the pipeline.
Pipeline deals with amounts and terms, contacts and organizations, including custom fields, plus the contract status and the signature status back in the CRM.
No. The connection is made in the Integrations tab of the company settings, by whoever has the owner or admin role. You enter the credentials, map the fields and turn on the mirroring.
Book a personalized demo and see how we can simplify the way you manage your contracts.
Personalized demo
30 minutes, no strings attached
