Integrations
Using PactSafe together with Salesforce, Intercom, and other business programs you use every day
6 articles in this collection
Written by Amanda Cross
Written by Amanda Cross
PactSafe for Salesforce
Getting Started with PactSafe for Salesforce
Configuring your Salesforce and PactSafe accounts so you can send Contracts through Salesforce opportunities
Written by Amanda Cross
Updated over a week ago
Updated over a week ago
Mapping Salesforce Fields to PactSafe
Getting Salesforce data into your PactSafe Contracts automagically
Written by Amanda Cross
Updated over a week ago
Updated over a week ago
Salesforce mapping cheat sheet
Instructions and examples for bringing data from Salesforce into PactSafe
Written by Amanda Cross
Updated over a week ago
Updated over a week ago
Chat-to-Sign
What is Chat-to-Sign?
Embedding Contract acceptance into communications platforms like Slack and Intercom
Written by Amanda Cross
Updated over a week ago
Updated over a week ago
Signing Contracts using the Messenger app for Intercom
The experience of agreeing on a Contract through Intercom—for you and your Signer **Includes video!
Written by Amanda Cross
Updated over a week ago
Updated over a week ago
Connecting PactSafe and Intercom
Getting started enabling the integration between PactSafe and Intercom
Written by Amanda Cross
Updated over a week ago
Updated over a week ago