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Salesforce contract management & CLM integration
Automatically ingest, analyze, and track every contract that flows through your Salesforce pipeline. Connect Contracko via Zapier and turn closed-won opportunities into a structured contract repository. No copy-paste, no lost renewals.
Salesforce closes the deal.
It does not run the contract.
Salesforce is built around the Opportunity, not the contract lifecycle. When an Opportunity flips to Closed Won, the executed agreement typically lands as a Note attachment or in Files on the record. It is invisible to renewal forecasts, hard to search across the portfolio, and disconnected from the obligations the business actually owes. Sales ops teams end up rebuilding contract data in a custom object or external sheet, legal struggles to find the latest version, and finance only learns about auto-renewals when an unexpected invoice arrives.
A dedicated CLM closes that loop. Contracko ingests every contract leaving Salesforce, extracts the renewal date, value, parties, and key clauses with AI, and puts the structured record exactly where every team can act on it.
How Salesforce + Contracko works
Trigger from Salesforce
When a Salesforce opportunity hits the trigger event you choose, Zapier picks it up in seconds.
Default wiring: Salesforce: Stage = Closed Won.
Ingest into Contracko
The signed contract attached to the opportunity is sent to Contracko and lands in your repository.
Salesforce context travels with it as metadata: account name, owner, value, and the originating opportunity ID.
AI reads the contract and indexes it
Contracko's AI extracts renewal date, term, value, parties, and key clauses.
The structured record sits in Contracko, ready for renewal alerts, portfolio search, and audit reporting.
Source attribution back to the originating Salesforce opportunity stays preserved as metadata.
Why teams using Salesforce choose Contracko
Renewal dates that actually trigger action
Salesforce stores the contract attachment, but the renewal date lives only in the PDF.
A searchable repository across every closed opportunity
Every closed-won opportunity flows into one repository.
AI extraction without rebuilding your tech stack
Contracko's AI does the metadata work that Salesforce doesn't: renewal date, value, parties, term, and auto-renewal language.
Clean handoff between sales, legal, and finance
Sales closes in Salesforce.
Set up in under five minutes
No engineering required. Salesforce to Contracko runs through Zapier: connect both apps, pick a Salesforce trigger, map the contract attachment, and you're live.
- Sign in to Zapier and create a new Zap.
- Pick Salesforce as the trigger app, choose Salesforce: Stage = Closed Won.
- Add Contracko as the action app, choose "Upload signed contract".
- Map the opportunity attachment to Contracko's contract field. Turn on the Zap.
Frequently asked questions
Everything you need to know about the Salesforce to Contracko integration.
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AI-powered Salesforce contract management
Automated renewal and deadline reminders. AI-flagged risks, liabilities, and obligations. Zero manual data entry. Contracko ingests every contract from Salesforce and extracts what matters. Free trial, no credit card.