Case Study

Contract Lifecycle Management Integration for a Media Company

Integration between Salesforce and a contract lifecycle management (CLM) platform, so contracts and appendices are created, sent and tracked from the CRM.

Media & EntertainmentEurope

The challenge

Agreements were negotiated in Salesforce but authored and signed in a separate CLM platform. Teams re-keyed data and had little visibility of contract status from the CRM.

Our solution

We built a secure Apex integration that maps Salesforce data to agreements in the CLM platform, sends them with one click, retrieves their status and lets users download documents back in Salesforce, with fully mocked tests and API documentation.

What we delivered

Secure OAuth integration with the CLM platform
Send-contract and send-appendix actions
Agreement status retrieval and document download
Mocked callout tests and API documentation

The impact

Contracts generated from CRM data without re-keying
Contract status visible to the deal team

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