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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 handles the deal.
Contracko handles everything after.
Salesforce is built around the Opportunity, not the contract lifecycle. When an Opportunity flips to Closed Won, the signed agreement sits as a Note attachment on the record. Renewal forecasts, portfolio search, and obligation tracking are not what Salesforce does. Sales ops rebuilds the data in a custom object or sheet, legal hunts for the latest version, finance discovers auto-renewals at the next invoice.
Contracko picks up where Salesforce stops. We ingest every signed contract, use AI to extract dates, parties, values, and obligations, and surface what matters before deadlines hit.
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
Catch the auto-renewal before it costs you
Salesforce closes the opportunity. The renewal date sits in the contract PDF. Contracko reads it and pings the right people (sales, legal, finance, ops) weeks before auto-renewal hits. The first save typically pays for the year.
Stay on top of every contract with Clara, your AI assistant
Clara is Contracko's AI contract assistant. She's read every contract you've signed. Ask her "which contracts auto-renew next quarter?" and she answers in seconds, with the exact clause she pulled from.
AI that finds risks and liabilities
Salesforce tracks closed-won opportunities, not commercial risk. Contracko's AI reads each contract and flags things like sub-threshold liability caps and auto-renewal traps, scored by severity so legal sees the important ones first.
Find any contract in seconds with smart search
Every closed-won opportunity flows into one repository. Search by counterparty, clause, value, or date. "Find all NDAs with mutual confidentiality" returns real answers, not file names.
Set up in under five minutes
No engineering required. 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.
Third-party app names and logos are trademarks of their respective owners. References are for compatibility only and do not imply endorsement, sponsorship, or affiliation unless stated otherwise.
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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.