Give every opportunity a contract that keeps pace with it
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.
Sales closes the opportunity. Legal doesn't lose the thread
Once Salesforce and CLMS 360 are linked, the Opportunity record and the contract record describe the same reality — automatically.
No manual status updates
When a contract moves to review, signature, or execution in CLMS 360, the linked Opportunity stage updates with it.
Fewer drafting errors
Account and Opportunity fields from Salesforce populate contract templates directly, so terms match what sales actually agreed to.
One place to check contract risk
Reps see contract status, redlines, and signature progress on the Opportunity page without leaving Salesforce.
Forecasting that matches reality
Signed contract values write back to the Opportunity, so pipeline and closed-won reporting reflect the executed terms.
Full audit trail
Every sync event, field update, and signature is logged to the Salesforce activity timeline for that Account.
Admin-controlled field mapping
Choose exactly which Salesforce and CLMS 360 fields sync, in which direction, without engineering involvement.
Setup
Live in three steps
Connect once with OAuth, choose your field mapping, and the sync runs in the background from then on.
Sync setup diagram
Authorize → Map fields → Sync, as a Salesforce flow · 1000×625px · SVG/PNG
Authorize the connection
An admin signs in to Salesforce from CLMS 360 settings and grants access. No API keys to generate or store.
Map your fields
Match Salesforce Opportunity and Account fields to CLMS 360 contract fields, and set the sync direction for each one.
Turn on sync
New and existing Opportunities start syncing immediately. Reps see contract activity on the Opportunity page right away.
Field mapping
What syncs, and which way
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
Common questions
Salesforce integration, answered
Do I need a specific Salesforce edition for this integration?＋
The core Opportunity-sync integration works on Salesforce Professional, Enterprise, and Unlimited editions. Custom object mapping requires API access, included in Enterprise and above.
Does this require developer or Apex work to set up?＋
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.
What happens to existing Opportunities when we turn on sync?＋
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.
Can we control which fields sync, and in which direction?＋
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.
Is contract data visible inside Salesforce?＋
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.
Ready to take control of your contracts?
Join enterprise legal, procurement, and sales teams running their entire contract lifecycle on CLMS 360.
