Canveo has integrated with Salesforce, the leading CRM, marketing and sales automation platform.
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Following the Hubspot integration, Canveo has now also launched a native integration with CRM, Marketing automation and data analytics platform Salesforce. This is a next step in the end-to-end digitization and automation of the contracting workflows.
The integration eliminates inefficiencies and manual errors through business users having to dual key information. Where Salesforce is typically used in the prospect phase of a customer engagement, Canveo naturally comes next, as it streamlines the actualization of the deal through its e-Contracting platform.
At the time of writing, you can directly import Accounts (ie. companies) from Salesforce when you want to use them as a counterparty in Canveo. In addition, you can import related company Contacts from Salesforce directly into Canveo as collaborators. At the time of reading, we may have further expanded the integration, so contact us to learn more or request a Demo.
In order to use the integration for your company, the following is required:
To install the integration for your company is easy and will take you less than 5 minutes, follow these three steps:
In order to be able to install the integration for your company and your users, you'll need to have sufficient rights both in Canveo (to complete step 2 below) and in Salesforce (to complete step 3 below).
For Canveo, only an "Admin" user can enable the integration. To find out your user role:
For Salesforce, only a "System Administrator" can authorize the integration for their company. To find out your user role
If you're not a Canveo Admin or Salesforce System Administrator, contact your IT Administrator, they'll be able to help complete step 2 and 3.
You'll be routed back to Canveo where the Salesforce toggle will be switched on
That's it, your done. If you have any questions, don't hesitate to contact us.
Canveo is a leader in contract automation software. With data centers located in Switzerland, it helps businesses all over the world digitze and streamline their contracting processes. Through its econtracts, it gives companies an easy way to create, negotiate, esign and manage agreements - dramatically reducing the time it takes to complete an agreement, with a fully digital and collaborative contract management platform. Designed as an intuitive and simple contract management software, it is capable of handling the most complex B2B use cases (including contract negotiation) - the perfect extension to electronic signature. This is CLM software for digital contracts.