If the workflow you want to automate involves Salesforce custom objects, you would then need to build the automation through Zapier.
When should I use Zapier to integrate Contractbook with Salesforce?
When building the automation flow via Zapier, you will be allowed to sync back to Salesforce with further functionalities which would not be achievable through the in-app Automation builder.
For instance, the creation of custom objects and updating them is one of the capabilities that can be achieved through Zapier.
Examples of the automated workflows via Zapier:
- Automated upload of a signed contract under a specific section of the related Salesforce opportunity
- Adding a custom button on the opportunity's page layout to select, edit and send templates for signature directly from Salesforce
- Adding a custom object for Contractbook templates or documents in Salesforce
Automatically update the Salesforce record (Contract object) when the contract is created and signed - can work either with timestamps or a status property
- Link multiple contract objects to the same single Salesforce opportunity
By using Zapier to establish the connection with Salesforce, you can achieve any of the above-tailored workflows and much more.
If you want to know how to establish Salesforce integration with Contractbook, you can find our guide here.
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.