Salesforce Integration
Salesforce + LinkSquares Finalize
Accelerate Your Sales Cycle.
Enhance communication and accelerate contracting, by allowing Sales to initiate a new contract from within Salesforce. Simply fill-in a few fields and a populated contract template will be sent to Legal for completion in Finalize. The agreements’s data is retained within Salesforce and Finalize for immediate, universal visibility into the details and status.
Salesforce + LinkSquares Analyze
Ensure Comprehensive Data.
Automatically sync contract data between LinkSquares and Salesforce to save time and ensure that your data is fully complete and accurate. Agreements in Salesforce seamlessly flow into LinkSquares for data extraction and analysis and the relevant data (such as payment terms, auto-renewal dates, and cancellation terms) is then pushed back into Salesforce.
Pair Analyze with Salesforce for Full Control Over Your Data Sync
AutoPull
Automatically sync new and updated agreements from Salesforce to LinkSquares, including those from DocuSign or Adobe Sign.
AutoPush
Automatically sync your data from LinkSquares to a Salesforce custom field.
DropZone
Easily drag and drop specific agreements in Salesforce for even more control over which documents get synced to LinkSquares.
