Integrations

Using PactSafe together with Salesforce, Intercom, and other business programs you use every day

6 articles in this collection
Written by Eric Prugh

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 Eric Prugh
Updated over a week ago

Mapping Salesforce Fields to PactSafe

Getting Salesforce data into your PactSafe Contracts automagically

Written by Eric Prugh
Updated over a week ago

Salesforce mapping cheat sheet

Instructions and examples for bringing data from Salesforce into PactSafe

Written by Eric Prugh
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 Eric Prugh
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 Eric Prugh
Updated over a week ago

Connecting PactSafe and Intercom

Getting started enabling the integration between PactSafe and Intercom

Written by Eric Prugh
Updated over a week ago