Our Salesforce integration is designed to streamline your processes and avoid the back and forth between your different tools.
We have developed three Salesforce connectors to meet the needs of our various customers. We continue to iterate and develop new connectors, please contact us to discuss.
Connector 1: Generate a contract manually from Salesforce
This first connector allows each salesperson to manually generate a contract from any opportunity or account on Salesforce, using the templates configured by the Administrators.
Learn more about the Manual Generation Connector
Connector 2: Automatically generate a contract from a Salesforce
To further automate the work of sales teams, it is possible to automatically generate a contract from a template once an opportunity reaches a pre-defined status. For example, you can generate an NDA contract as soon as the opportunity reaches the status of "Under Negotiation".
Discover the Connector - Automatic Generation
Connector 3: Synchronize your information between Salesforce and Leeway
To view contracts stored on Leeway from Salesforce, but also to update Salesforce fields with the latest contract information that has been filled in on Leeway, this integration allows you to have up-to-date data on all your tools.
Learn more about the Connector - Information Synchronization.