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Connect CLMS 360 to Salesforce so contract status, value, and signatures stay attached to the Opportunity record — no exports, no re-keying, no gap between legal and sales.
CLMS 360Once Salesforce and CLMS 360 are linked, the Opportunity record and the contract record describe the same reality — automatically.
When a contract moves to review, signature, or execution in CLMS 360, the linked Opportunity stage updates with it.
Account and Opportunity fields from Salesforce populate contract templates directly, so terms match what sales actually agreed to.
Reps see contract status, redlines, and signature progress on the Opportunity page without leaving Salesforce.
Signed contract values write back to the Opportunity, so pipeline and closed-won reporting reflect the executed terms.
Every sync event, field update, and signature is logged to the Salesforce activity timeline for that Account.
Choose exactly which Salesforce and CLMS 360 fields sync, in which direction, without engineering involvement.
Connect once with OAuth, choose your field mapping, and the sync runs in the background from then on.
An admin signs in to Salesforce from CLMS 360 settings and grants access. No API keys to generate or store.
Match Salesforce Opportunity and Account fields to CLMS 360 contract fields, and set the sync direction for each one.
New and existing Opportunities start syncing immediately. Reps see contract activity on the Opportunity page right away.
A sample of the default field mapping — every field is editable during setup.
| Salesforce field | CLMS 360 field | Direction | Status |
|---|---|---|---|
| Opportunity stage | contract.status | CLMS → Salesforce | Live |
| Opportunity amount | contract.contract_value | CLMS → Salesforce | Live |
| Account name | contract.counterparty | Salesforce → CLMS | Live |
| Opportunity owner | contract.owner | Salesforce → CLMS | Live |
| Close date | contract.expiration_date | Salesforce → CLMS | Live |
| Activity timeline | contract.signature_event | CLMS → Salesforce | Live |
The core Opportunity-sync integration works on Salesforce Professional, Enterprise, and Unlimited editions. Custom object mapping requires API access, included in Enterprise and above.
No. Connection is handled through OAuth from the CLMS 360 settings page, and field mapping is configured through a visual editor. No Apex code or custom objects required for standard fields.
Existing open Opportunities are matched to their linked contracts where a relationship already exists, and begin syncing immediately. You can also backfill historical Opportunities manually.
Yes. Every field mapping is configured individually, including direction (one-way or two-way), and can be changed at any time by a CLMS 360 admin.
Yes. Contract status, value, and signature events appear on the Opportunity page layout and in the Account activity timeline, so reps don't need to open CLMS 360 to check progress.
Join enterprise legal, procurement, and sales teams running their entire contract lifecycle on CLMS 360.