Contractbook in-app Salesforce integration

If you already have this integration as a part of your Contractbook subscription and you are already part of a Team, you can connect directly to your Salesforce account by following the steps below:

1. Click on the Automations tab from the top menu 
2. Click on Integrations from the left-hand sidebar
3. Locate Salesforce under the CRM section
4. Click on the blue button Connect to initiate the integration
5. In the pop-up window from Contractbook - Integrations, use your Salesforce login credentials to connect
6. Review the requested permissions and choose to Accept and install

In case you do not have the Salesforce integration included in your Contractbook package yet, you can request that by following the steps below:

1. Click on the Automations tab from the top menu 
2. Click on Integrations from the left-hand sidebar
3. Locate Salesforce under the CRM section
4. Click on the blue button Connect to request the integration
5. Fill in the short questionnaire and submit your request
6. Our team will get in touch with you to discuss the future possibilities of an upgrade

With the new addition of Salesforce to our Contractbook No Code Automation Builder, you have the opportunity to significantly decrease the number of repetitive tasks in your contract management flow.

You are now ready to streamline your legal operations by automating contract and Salesforce opportunities management. 
Are you curious to learn more about Contractbook in-app Salesforce integration and how you can use it in your contract management? Here is a link to a demo designed for you by our experts and our blog section dedicated to the workflow.

If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.