CRM integration
An opportunity closed in Salesforce becomes a contract in Contrasync, and the signature status goes back to the CRM. Sales and legal start looking at the same information.
Salesforce takes care of the client relationship up to the close. Contrasync takes care of the contract from there on. The integration connects the two stages, with no spreadsheet export in between.
An opportunity closed in Salesforce becomes a contract in Contrasync
Records and events mirrored between the CRM and the platform
The end of retyping account, amount and commercial terms
The integration follows the opportunity up to the signature and returns to the CRM what happened to the contract.
Opportunities with amounts and commercial terms
Accounts and contacts, including custom fields
The contract status back on the opportunity
The completed signature recorded in Salesforce
The connection is made in the Integrations tab of the company settings, by whoever has the owner or admin role.
Authorize Contrasync to access Salesforce
Map the fields, including custom fields such as the company tax ID
Turn on the mirroring and follow the status of the connection
The information stops being typed twice, and the contract stops being a black box for the sales team.
The sales team follows the signature from the CRM itself
A handoff between sales and legal with no rework
A contract created from the opportunity, in minutes
Zelor, the Contrasync AI
When the opportunity is closed in Salesforce, Zelor already builds the contract draft with the account, the amounts and the terms negotiated. The signature status goes back to the CRM with nobody updating it by hand.
Frequently asked questions
How an opportunity becomes a contract, what is mirrored and how to connect.
An opportunity closed in Salesforce becomes a contract in Contrasync, with the account, the amounts and the terms already filled in. The signature status goes back to the CRM, and the sales team follows it without leaving Salesforce.
Opportunities with amounts and commercial terms, accounts and contacts, 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 authorize the access, map the fields and turn on the mirroring.
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