Salesforce Integration
Connect Fortva to Salesforce and manage contracts, documents, and approvals alongside your CRM data — eliminating context-switching.
What It Does
Bi-directional sync between Fortva and Salesforce. Attach contracts to Opportunities and Accounts. Trigger Fortva workflows from Salesforce events. View document status directly in Salesforce.
How It Works
Connect accounts
Authenticate Salesforce from Fortva Settings → Integrations → Salesforce.
Map fields
Map Fortva document fields to Salesforce objects (Accounts, Opportunities, Contacts).
Set triggers
Configure automated actions — e.g., when an Opportunity reaches 'Closed Won,' generate a contract from a template.
Work from Salesforce
View, share, and manage Fortva documents directly within Salesforce tabs.
Key Benefits
Bi-directional sync
Changes in either platform are reflected in both.
Trigger-based automation
CRM events automatically kick off document workflows.
In-CRM visibility
View contract status without leaving Salesforce.
Deep linking
Click through from Salesforce to the full document in Fortva.
Easy to Set Up
Available on Premium plan. API-based integration with guided setup wizard. Typical deployment: under 1 hour.
Ready to connect Salesforce with Fortva?
Book a demo and see the integration in action.