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Salesforce Integration

Sf-01-1
Salesforce Guide V2

Want to Close Deals Faster? Try Our Salesforce Integration.

Manage your leads and draft contracts without constantly switching between platforms. With our native Salesforce integration, you can create legal-approved contracts right within Salesforce and monitor contract statuses at a glance. 

How to Get Started:

First, you'll need an IntelAgree account. Don't have one? Schedule a demo with one of our contract experts today. 

Once you've created an account, reference our step-by-step Salesforce Configuration Guide to learn how to install IntelAgree into your Salesforce instance. 

Slide 7

Why Choose IntelAgree for Salesforce?

IntelAgree connects seamlessly with Salesforce so you can quickly negotiate deals, boost compliance, and streamline the entire contract lifecycle. Using AI and intelligent automation, IntelAgree makes it easier for sales and procurement teams to create, execute, store, and search contracts — all without juggling multiple tools.

Key Features 

  • Accelerate Sales Cycles with Faster Contract Creation.  Create and populate new contracts with existing data from Salesforce. Plus, import third-party paper or upload executed contracts to find key terms, dates, and clauses. 
  • Access Real-Time Information with Two-Way Data Sync. Use our machine learning algorithms to find contract data like payment terms, bill rates, term length, and more. That data is available in real time in Salesforce so you can see what may have changed during negotiations.  
  • Improve Contract Visibility for your Entire Team. View contracts from Salesforce accounts, opportunities, and contacts. See details like contract names, contract types, statuses, effective dates, and expiration dates. 

Here are some of our loyal users:

Ready to simplify the way you manage contracts?

That's what we do best. 

Schedule a Demo