Salesforce
Connect contract intelligence to your business workflows.
Overview
Integrate Alingo with your Salesforce ao streamline contract processes across sales and procurement.
Benefits
Deal acceleration – Speed up contract approval processes in your sales pipeline.
Status tracking – Monitor contract progress within your existing systems.
Data synchronization – Keep contract details consistent across platforms.
Workflow automation – Trigger the right actions at each contract stage.
Step-by-Step Integration Guide
Step 1 : Install the Alingo connector
From your Salesforce Admin console, visit the AppExchange.
Install the Alingo connector and authorize with your credentials.
For other CLM systems, use our API documentation to establish connection.
Step 2 : Configure workflow automation
Map contract stages in your CRM to Alingo review processes.
Set up automatic triggers for contract review at specific deal stages.
Configure notification preferences for sales and legal teams.
Step 3 : Use Alingo within your sales process
Contracts attached to opportunities are automatically sent for review.
View contract status and suggestions directly in your CRM interface.
Receive notifications when contracts are approved or need attention.
Track deal acceleration metrics in the Alingo dashboard.
