Help Centre
Contractbook Automations: Updating your Salesforce opportunity

Contractbook Automations: Updating your Salesforce opportunity

Tobias Rudolf Justesen
October 18, 2021

Contractbook automation: Updating your Salesforce opportunity in case of contract changes

Updating your Salesforce opportunity in case of contract changes is a sure fire way of ensuring your information is accurate.

With your Contractbook x Salesforce integration, you can ensure that contract information remains aligned despite changes along the process.

What is it all about?

When a contract is fully signed, and changes from the initial proposal have changed, we want to update our Salesforce opportunity to ensure that information is matching on all ends.

Below, you will find a step-by-step guide on how to update Salesforce with signed contracts.

How do we do it?

  1. Click on Automations located in the top menu of your overview.
  2. Once you are there, head to Integrations on the left-hand side.
  3. Click Connect on the Salesforce bracket, to initiate the integration.
  4. In the pop-up window, use your Salesforce login credentials to connect.
  5. Once you are connected to Salesforce, head back to My automations.
  6. You will see a few recommended automation flows already, but to create your own, click Create new.
  7. The first thing you need to do is to set the trigger event. In this instance, we will use Contract is fully signed.
  8. Then we need to establish what will trigger the automation - here we will choose Every contract drafted from a specific template, select the relevant template, and click Save.

And finally.

With the trigger/action automation is set up, we want to update the Salesforce opportunity to have the information updated everywhere.

  1. From the drop-down menu, choose Update Opportunity.
  2. In the configuration menu on the right-hand side, start by establishing the deal you wish to update by choosing Deal ID.
  3. Choose then what properties you want to update on the Salesforce opportunity, what value it is relating to in the contract, and click Save.

Lastly, what we recommend is to give the automation a name in the upper-left corner. Once you have named your automation and every step above is done, click Publish in the upper-right corner.

You have now successfully created your own Contractbook x Salesforce automation which will help you ease your contract management flow, eliminate time and human errors with automatic updates in your contracts based on the information you have in Salesforce.